The April 15 tax deadline has passed (except for those clients on extension). So now advisors have the perfect opening to contact clients and set up conversations about planning for 2025 taxes, and ...
Retirement planning guru Ed Slott urged advisors to call their clients and tell most of them not to put more money into their 401(k)s or IRAs, but to use Roth IRAs instead. “You want them to lower ...
Planning ahead and proper organization can prevent missed opportunities during tax season. Deductions should be taken when rates are high, and income should be taken when rates are low. If you think ...
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