Advisor Lessons

Dealing with Capital Gains at Year End

Non-qualified accounts can be a frustrating experience for clients trying to invest and defer taxes. In this video we will discuss some ways to think about long term capital gains at year end. We will discuss: Why you would decide to take long term capital...

Roth Conversions

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this video, we will discuss the reasons why a Roth conversion may or may not make sense. To do this right you need to consider: Saving Money and/or Additional FlexibilityPresent...

Year End Bonus

Some of your clients may be receiving year end bonuses this year and hopefully have decided to save at least part of it. In this video, we are going to look at a common question of shoring up an emergency fund vs investing for the long term and discuss an approach...

Capital Gains Tax Trap

Long term capital gains offer lower tax rates but can inadvertently cost some middle income...

Dealing with Capital Gains at Year End

Dealing with Capital Gains at Year End

Non-qualified accounts can be a frustrating experience for clients trying to invest and defer taxes. In this video we will discuss some ways to think about long term capital gains at year end. We will discuss: Why you would decide to take long term capital...

Roth Conversions

Roth Conversions

Does it make sense to pay taxes now in order to avoid them in retirement? It depends. In this video, we will discuss the reasons why a Roth conversion may or may not make sense. To do this right you need to consider: Saving Money and/or Additional FlexibilityPresent...

Year End Bonus

Year End Bonus

Some of your clients may be receiving year end bonuses this year and hopefully have decided to save at least part of it. In this video, we are going to look at a common question of shoring up an emergency fund vs investing for the long term and discuss an approach...

Capital Gains Tax Trap

Capital Gains Tax Trap

Long term capital gains offer lower tax rates but can inadvertently cost some middle income clients additional taxes. In this video, we will discuss how the tax trap works and ways to possibly avoid or minimize it. We will discuss: How to use the Tax Clarity software...