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It’s official: The IRS has opened the 2026 Tax Filing Season. Between now and April 15, nearly 164 million people will...
The government sure gets creative when it needs more revenue. And guess where that additional revenue often comes from?...
Advisor Advice,
Legislative Risk,
Tax Risk,
Advisor Training,
Roth Done Right,
IRMAA,
Legacy Done Right
This week, Jews around the world are celebrating Chanukah, the festival of lights.
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Now more than ever, Roth conversions deserve to be a cornerstone of tax-efficient retirement planning. With everything...
Here at Stonewood, we follow legislative developments closely. And this year, none has been more important to...
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.
Let’s talk Inherited IRAs. After all, the majority of retirement money across America is sitting in tax-deferred...
Roth conversions are a great way for savers to protect themselves against the risk of rising taxes. In fact, the...
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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.
If you’ve followed our newsletter for a while, you know I write often about Roth Conversions. Advisors always want to...