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    Could 'Stuffing the Tax Brackets' Help Clients in Retirement?

    Posted by Mark Triplett, CEO of Triplett-Westendorf Financial Group on Wed, Feb 19, 2020 @ 12:00 PM

    I’m a creature of habit, and my Saturday morning routine always takes me to my favorite dry cleaners. The owner knows that I work in the financial services industry but made it clear on another occasion that he has an advisor already and one whom he seems to be happy with.

    We’ve never talked specifically about his personal finances because I don't  make a habit of talking business with folks unsolicited. I’m uncomfortable with it. On this day however, my friend asked me some questions...

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    Tags: taxes, Roth IRA

    Roth IRA Conversions: 5 Factors Your Clients Should Consider

    Posted by Lori Fogle on Wed, Jun 19, 2019 @ 12:00 PM

    To make it easier for you to share, save, or print the key factors for clients to consider when doing a Roth IRA conversion, we've created an infographic for you. Check it out below.

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    Tags: taxes, Roth IRA

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.