EXPERT ADVISOR ADVICE

All that you need to know to get your life and your practice on the level you want it to be

Sunday, Feb 13, 2022

ROTH Conversions And Capital Gains – Paying The Devil You Know

Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.

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Sunday, Feb 13, 2022

Should We Buy Gold?

Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?

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