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RIGHT NOW!

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  • Save the date for the Onboarding Webinar on November 7th, 9 AM PST, to learn all about the RTS Premiere portal and how the RTS Team will collaborate directly with you and your clients
  • You will also receive an email with instructions on how to sign your RTS Premiere Service Agreement and start gathering data for the initial upload to the RTS Portal

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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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Guide to Getting

IRS Form 8606

RIGHT

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

GET THE GUIDE

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