Are you trying to learn how to deliver massive tax value to your clients? Then look no further. Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
That's something you can do on every single return." ...Read More
Make life decisions first, and then sort out the tax implications. Taxes shouldn't be the reason to stay married but that doesn't mean they have to be a surprise in April.
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There is a huge opportunity for Advisors who can find middle ground between the overly technical white papers and clickbaity nonsense on taxes currently covering the internet.
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Roth isn't the answer in every situation, but it's too valuable to not at least consider for every client.
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