With tax rates expected to be going up, and the stock market breaking records for 11 months, retirement savers should proactively investigate converting to a Roth IRA in 2021.
Are you alerting your clients and prospects that this to this tax-smart retirement investor move must get done by the end of 2021?
Tax-efficient portfolio advice is about the most valued kind of advice CFP™, CFA™, CIMA™, and CPA professionals provide to clients, but it's also the most technically complex content to communicate to consumers.
Advisor Products' content stream is for tax and financial professionals who want to market by educating clients and prospects based on tax strategies and techniques taught at CE classes on Advisors4Advisors.com, like this one by Bob Keebler, CPA/PFS.