We only recommend what we know works in practice. This is a collaboration between CPAs and Financial Advisors to ensure accuracy AND effectiveness in practice. RTS was created exclusively to solve problems faced by Financial Advisors in delivering value through tax planning. Everything we do is through that lens.
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EVERY year we help taxpayers
correct backdoor Roth
contributions that got screwed up
the first time around, so we
created a checklist to help you
ensure your client isn’t the next
person we need to help
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