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Over the next three years, your clients may be able to avoid taxes entirely on certain kinds of capital gains and qualified dividends. You just have to get their income into the 10%-15% tax bracket. Here are some tax and income-shifting strategies to consider.
More employees are participating, but don't trip up! Here are some easily avoidable mistakes.
Just because you give your clients great advice on all their other accounts doesn't mean they follow your counsel with their 401(k). Whether you are compensated or not, demonstrate you care by reviewing their 401(k) accounts to ensure that they are making the right decisions.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025