Recent Articles
.png)
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...
.png)
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...
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...
If your clients are like most American savers, they’ve used tax-deferred accounts to save for retirement. And if...