Recent Articles
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Now more than ever, Roth conversions deserve to be a cornerstone of tax-efficient retirement planning. With everything...
Practice Transformation,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
Even as the summer sunshine fades, one strategy keeps its glow: Showing clients the value of an income annuity.
June brings sunshine, heat, vacations, and celebrating the end of school and the beginning of summer (feel free to...
Are Roth Conversions a good idea in today’s tax and market environment?
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Practice Transformation,
Retirement Tax Bill,
Financial Advisor Marketing Tools,
Advisor Training,
Annuity Alpha,
Roth Done Right
What makes a client take action? It’s not just trust—it’s trust based on understanding.
Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...