FYI: We’re getting close to the time of year when advisors can really show clients their value, especially when it comes to retirement and tax planning. It’s a time when a lot of poor decisions can be made about required minimum distributions, asset appreciation and Roth conversions. Important exemptions are forgotten. People confront penalities for bad behavior. They miss deadlines and important opportunities on things like charitable deduction.
Advisors can demonstrate their value as the year winds down by addressing these seven items in particular.
Regards,
Ted
https://www.fa-mag.com/news/seven-year-end-retirement-planning-strategies-41060.html?print
