In this video we are going to be discussing how to Clarify Roth IRA Distribution Rules.
Advisor Tax Tips
Long term capital gains offer lower tax rates but can inadvertently cost some middle income...
Today we are going to talk about marketing. You may be like many other advisors that are very good at planning and get a number of referrals from existing clients but you never really learned how to market effectively especially in our modern digital world.
Here’s a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all of the rules. Today I want to discuss a client situation that occurred recently with an SSN advisor.
When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social Security will work within the entire plan.
You probably do great work on very complex client situations but the materials that prospective clients use to evaluate you may be so generic that they are almost worthless.
Part of the American Dream is paying off a mortgage and other debt before retirement. But we know that more Americans are carrying debt into retirement.
You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that can affect them for the rest of their lives.
Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in certain situations while reducing federal taxes at the same time.