Weekly Newsletter

estate taxes
August 18, 2023

RTS #011 – Don’t forget about Estate Taxes

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tax planning delegation
August 11, 2023

RTS #010 – The only way I’ve found to create more time

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inherited IRAs
August 4, 2023

RTS #009 – Do your job! No matter what the IRS says

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Estimated Tax Payments and Penalties
July 28, 2023

RTS #008 – Estimated payments are better than surprises and penalties

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backdoor Roth contributions
July 21, 2023

RTS #007 – Using the “Back-door” correctly

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Tax planning and emotional impact
July 14, 2023

RTS #006 – Psychology and Taxes

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Maximizing Medicare savings with Form SSA-44
July 7, 2023

RTS #005 – “It doesn’t hurt to ask, right?”

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June 30, 2023

004 – IRMAA is a consideration, not a roadblock

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Weekly Newsletter

We help financial advisors deliver massive value to their clients through tax planning. Get guidance in navigating the 80,000 pages of the IRS tax code to get to the actions you can take to help your clients and prospects.

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