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How to Use a Client’s Tax Return to Map Financial Success

When advising clients on taxes financial advisors must remember that education and action are both critical.

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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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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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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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