Iterating on tax planning
Where ever you currently are with tax planning, keep iterating.
What “tax planning” actually looks like in an FA office
How to build a tax process the whole team can help with and how tax planning fits in with all the other great things financial advisors do and what it takes to make tax planning a reality.
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.
Topics:
Taking Action on Tax Planning with Matt Jarvis, CFP
How to help your clients take action on their taxes.
Writing the Book on Taxes (Literally)
The common myths tax players believe that may end up costing them money.
Taking Action on SECURE 2.0
Several highlights of the new law and explanations of what this means for you and your clients.
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