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Turn CPAs Into Referral Sources

Jarvis suggested three steps advisors can take to more effectively cultivate CPAs as referral sources.

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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.

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Advisor Tax Mistake #7 – Client’s refuse to provide tax documents

This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients

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