New Resources: Where To Save & Evaluating Roth Conversions (Plus Some Updated Resources)
Two New Resources Available. We have two new resources available that are particularly relevant. Both deal with conversations that many advisors are having with their clients. We’re also excited to be in the midst of reviewing and updating almost all…
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Two New Resources Available
This month we are excited to release two new resources. Issues To Consider As A New Client: This checklist covers many of the important planning issues and questions to ask of a new client (or prospect). It is currently one of the…
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Two New Flowcharts Are Now Available (Plus A New Resource Summary Guide)
This month we are excited to release two new flowcharts. We’re also releasing (thanks to member feedback) a simple two-page resource summary guide to help you quickly see all the different resources available. Here is Should I Contribute To My Roth…
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Bonus Flowchart and Resource Updates
We are excited to release a bonus flowchart this month. Not to mention, we have also made a few small changes to two other resources. Bonus Flowchart: If I Retire Early, Should I Buy Health Insurance Through The Health Insurance…
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College Resources: College Funding Checklist & 529 Plan Distribution Rules Flowchart
We are excited to release both a checklist and a flowchart this month. This month, we have a theme! Both resources are related to paying for college. For Essential and Deluxe members, here are the two resources being released today: What Issues…
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New Resources: Going Through A Divorce Checklist & Tax Impact Of Selling An Investment Flowchart
We are excited to release both a checklist and a flowchart this month. For Essential and Deluxe members, here are the two resources being released today: What Issues Should I Consider During My Divorce: This checklist covers 26 planning issues to identify…
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Quick Reference Guide With Important Numbers & BONUS Flowchart
We’re excited to announce two new items for our members: Important Numbers Quick Reference: There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures…
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Introducing Two New Flowcharts: Government Pension Offset & Windfall Elimination Provision
We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 29! Will I Avoid The Social Security Windfall Elimination Provision? Clients who expect to receive a…
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