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This article is the fifth in a series of the seven most common mistakes financial advisors make on tax planning with clients.
In my previous article, I discussed the mistake of doing tax planning one year at a time. This week I will discuss Evaluating Roth conversions for every client, every year, Leveraging charitable giving, Explaining taxes in buckets, and Action items for tax planning.
Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go...
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If you ask some financial professionals, the answer to this question might be a resounding...
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Some financial advisors may be tempted to wash their hands of taxes and leave them...
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There is also no earned income requirement to convert to a Roth. As long as...
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