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Advisor Tax Mistake #6 – Your tax knowledge isn’t getting you more clients
This article is the 2nd in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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Is it too late to convert to a Roth?
There is also no earned income requirement to convert to a Roth. As long as you have a balance in an IRA, in theory, you can keep converting to a Roth as long as you like.
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