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    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

    Are You Prepared to Answer this Important Question for Your Clients?

    Posted by Lori Fogle on Wed, Apr 10, 2019 @ 12:00 PM

    With one of the greatest wealth transfers in history upon us, this is a time of tremendous opportunity for financial professionals. But with that, comes tremendous responsibility. You have a lot to consider when making recommendations to your clients on their retirement and wealth transfer strategies.

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    Tags: taxes, annuity

    Help Your Clients Be Aware of RMDs and Related Taxes in Retirement

    Posted by Mark Triplett on Wed, Mar 27, 2019 @ 12:00 PM

    Whether your clients file their taxes with the assistance of an online preparation service or by working with you or a tax professional, they may have been advised to contribute to a qualified plan like an IRA in order to minimize their previous year’s taxes. Where clients have allocated their resources may increase their taxes in retirement and contribute to determining their Required Minimum Distributions (RMDs).

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    Tags: taxes, Social Security

    Tax Deduction Limitations of IRC Sec. 199A for Financial Professionals

    Posted by Bill Jackson J.D. CLU on Wed, Mar 13, 2019 @ 12:00 PM

    Final regulations from the Internal Revenue Service (IRS) may impact the application of pass through income deductions for financial professionals. The Tax Cuts and Jobs Act (TCJA) is one of the most sweeping tax changes in 35 years. It provided major tax benefits for financial services businesses along with lower taxes for many individuals.

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    Tags: taxes

    Tax Cuts and Jobs Act Strategies for Financial Services Businesses

    Posted by Bill Jackson J.D. CLU on Wed, Feb 20, 2019 @ 12:00 PM

    Tax Cut and Jobs Act (TCJA); short for “An act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.” What a mouthful! I think we will stick with TCJA. One of the major areas of complexity in this new law, is its application to pass through entities. 

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    Tags: taxes, retirement strategies

    3 Ways Your Clients Can Benefit from the Tax Cuts and Jobs Act

    Posted by Mark Triplett on Wed, Jan 10, 2018 @ 12:00 PM

    The Tax Cuts and Jobs Act is in the books. It may be seen as a benefit to individuals as well as some business structures. It’s best to discuss with your clients how they can take advantage of the new changes.

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    Tags: taxes

    How to Plan for a Client's Provisional Income in Retirement

    Posted by Mark Triplett on Wed, Jun 28, 2017 @ 05:47 PM

    One of the most engaging topics that I cover in my Social Security education class is the impact of taxes. Most attendees at my workshops don't know that their Social Security benefits may be subject to tax. Of those few who do know, many are unsure as to how it is determined, and how much tax they are likely to pay.

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    Tags: taxes, Social Security, retirement strategies

    How Taxes Impact Your Clients' Different Financial Accounts

    Posted by Jeff Janes on Thu, May 11, 2017 @ 05:22 PM

    When choosing the best financial product for your clients, you must take the tax advantages or disadvantages into account. The way contributions, earnings, distributions, and death benefits are taxed could dramatically impact how much your clients or their beneficiaries receive when their accounts are cashed out. Here's a high level comparison of how taxes impact your clients' different financial accounts.

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    Tags: IUL (indexed universal life insurance), taxes, retirement strategies

    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.