Making Taxes Easy with Guest Steven Jarvis
The Perfect RIA
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How to Explain X, Y and Z to Your Clients
The only place you'd risk it is if you said, Hey, it's this simple and don't ask your CPA about it. Let's do Roth conversions now before tax rates go up. End of discussion. No money, Carlo analysis, no 30 year projections or talking about the expiration of the TCGA. Just you were in a top tax bracket now, you will always be in aTop tax bracket. And for his client base, that makes a ton of sense.
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