TPR- Practice Analyzer
Recommended Articles
Advisor Tax Mistake #1-Getting Bad Tax Advice
When I last Googled “IRS RMD Table,” the first result that popped up was a link to an active IRS web page with the outdated RMD information. Millions of people who clicked on the first link provided by Google were given, by the IRS, incorrect information. Countless other examples of incorrect tax information, ranging from capital gains rates to Medicare premiums to gifting limits and especially the math on Roth conversions can be found prominently displayed across the internet, including on some of the most reputable websites.
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Known Unknowns: Tax Planning Amid Uncertain Law Changes
Tax law may be uncertain, but advisors should still be broaching these tax topics with current clients.
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Why Not to Do a Roth Conversion in 2022
While a powerful tool, Roth conversions are not a universal solution to reducing taxes.
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