February 2023 – “Talking” Taxes for Prospects and Clients
Recommended Articles
7 Reasons Advisors Should NOT Do A Client’s Roth Conversion
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
Read More
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.
Read More
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.
Read More
