Clients Don’t Care About Roth vs. Traditional IRAs. So What?
Many financial advisors will object to the headline of this article, but advisors represent an incredibly small percentage of all taxpayers. Very few taxpayers care to be able to describe the difference between a Roth IRA and a traditional IRA. What they want to know is which option is right for them and what action they should take.
CPAs and CFPs CAN Get Along with Johnna Long
From tax accounting to tax prep collaboration with financial advisors.
All Things Social Security with Devin Carroll
What you need to know to deliver value around Social Security.
Finding Balance with Dr. Travis Parry
What it looks like to achieve balance—and how to do it!
Tax Planning and Practice Efficiency
How to live a balanced life, work fewer hours, and still take home the same amount of pay.
Advisor Tax Mistake #1-Getting Bad Tax Advice
When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.
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