Recent Articles
It’s official: The IRS has opened the 2026 Tax Filing Season. Between now and April 15, nearly 164 million people will...
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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...
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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.
Leadership in Washington has been busy debating bills and policies that could significantly impact U.S. savers. So,...
Many advisors are working with clients to consider Roth Conversions. And usually, the main driver of those discussions...
Is there a "right" way to approach Roth conversions? Here at Stonewood, the answer is “yes” - and we’ve developed the...
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“An investment in knowledge pays the best interest.” – Benjamin Franklin In retirement income planning, continuous...