RTS Newsletter August 4, 2023

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Your Retirement Tax Bracket Might Be Higher Than You Think

Background One of the most commonly-searched phrases around taxes and retirement is “retirement tax brackets.”   Your clients want to know what to expect in retirement. However, when it comes […]

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5 Things Advisors Miss On The 2020 Tax Return

Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do

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If Your Clients Had Taxable Distributions In 2020, You’d Better Understand IRS Form 8915-E

I was recently reviewing a tax return for an advisor. Something just didn’t seem quite right. The advisor had not seen the return before sending it to me

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