RTS Tax Checklist – Client Facing White Label

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Amazing Master’s Level Tax-Free Income, Augusta Style

Assuming that when you have income, you also have to pay tax, definitely keeps you on the safe side of life. Tax-free income seems nonexistent.    However, that assumption is […]

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Tax-Efficient Family Gifting: An Advisor’s Guide

A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.

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5 Reasons Great Advisors Recommend Capital Gains Harvesting

Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]

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