Ask an Advisor: I’m in the Highest Tax Bracket and ‘Plan to Be There Moving Forward.’ Should I Do a Roth Conversion?
If you ask some financial professionals, the answer to this question might be a resounding no, and the discussion would be over. But there are arguments for doing Roth conversions, even if you are in the highest tax bracket.
Throwback: Backdoor Roth and Cream in the Coffee With Matthew Jarvis
Don’t fall into the gap between theory and execution
Throwback: Tales from Tax Season-‘Fun’ with States
Real-life issues and situations that clients have faced when it comes to state income taxes and what mistakes to avoid in the future.
Throwback: Tales from Tax Season – Withholdings and Losses
How to have conversations with your clients to ensure everyone is feeling confident and happy around tax season.
Throwback: Tales from Tax Season
How to deliver value when having tax conversations with clients.
The Advisor who refuses to pay the IRS with guest Aaron Erişkin
Steven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
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