Recent Articles
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Roth conversions are gaining in popularity, and with the debate over extending the Tax Cuts & Jobs Act in full swing in...
Is a Roth Conversion really worth it? It's a question I encounter almost daily—whether on the internet, on YouTube, in...
It’s Legislative Risk Awareness Month, and today I want to share one of the clearest examples of Legislative Risk many...
When you and your clients think about annuities, what comes to mind?
Advisors who help their clients mitigate tax and legislative risk in retirement naturally spend a lot of time helping...
Sometimes, 1 + 1 = 3. Not mathematically, of course. But sometimes, when you add things together, the sum is far more...
In December, I wrote about Estate Planning being the next big topic in Advisor Growth. As the calendar turned to 2024,...
Here we go again with the DOL and the fiduciary standards talk. As legislation continues to be discussed, let’s take a...