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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.
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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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5 Reasons Great Advisors Recommend Capital Gains Harvesting
Retirement Tax Planning through Capital Gains Harvesting Capital gains can be an exciting topic. In simple terms, it means that investments worked out well for clients whose advisors recommend capital […]
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