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Complimentary Guides
Complimentary Guides:
Can I Make A Deductible IRA Contribution?
Category: Working / Accumulation Phase, Tax Planning, Assets and Investment Planning, General
What Issues Should I Consider If My Spouse Passed Away?
Category: General, Estate Planning, Life Events
Important Milestones
Category: General, Tax Planning, Insurance Planning
What Issues Should I Consider When Harvesting Capital Losses?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider When Reviewing My RMD?
Category: General, Retirement / Decumulation, Life Events
Featured
Common Charitable Giving Vehicles
Category: Estate Planning
Common Life Insurance Policies
Category: Insurance Planning
Will My Roth IRA Conversion Be Penalty-Free?
Category: Tax Planning
Will I Have To Pay Tax On The Sale Of My Investment?
Category: Tax Planning
Should I Consider Doing A Roth Conversion?
Category: Tax Planning
How Must I Take Distributions From The Traditional IRA I Inherited?
Category: Life Events
How Must I Take Distributions From My Twice-Inherited Traditional IRA?
Category: Estate Planning, Assets and Investment Planning
What Issues Should I Consider During A Recession Or Market Correction?
Category: General
What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?
Category: Tax Planning, Assets and Investment Planning
What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
Category: General, Tax Planning, Assets and Investment Planning
Important Numbers
Category: Tax Planning

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“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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