January 2023 – Secure 2.0
Recommended Articles
Tax-Efficient Family Gifting: An Advisor’s Guide
A powerful strategy to discuss with clients interested in gifting is funding Roth accounts on behalf of children or grandchildren.
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Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
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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 […]
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