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Wealth management

Insights and perspectives on financial planning and wealth management topics.

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Wealth management

Save on Taxes with Qualified Charitable Distributions

Qualified Charitable Distributions (QCDs) can be an effective way for your older clients to give to charity as well as reduce their tax bill, since QCDs are excludable from taxable income. Learn how your older clients can save on taxes by making a QCD.
Wealth management

Which Small Business Retirement Plan Is Best for You?

The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.

Wealth management content

Wealth management

Which Small Business Retirement Plan Is Best for You?

The retirement plan landscape is diverse for small business owners and those who are self-employed. Help clients understand the features of each option so they can make an informed decision.
Wealth management

Legacy Planning with Roth Conversions

Roth conversions — moving money from a traditional IRA or other retirement account into a Roth IRA — are not just for retirement planning. In the right situation, Roth conversions can help your clients transfer wealth tax efficiently to the next generation.

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