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kitces-headshot.jpg

Michael Kitces

Head of Planning Strategy
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Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

  • Financial advisor client meeting review
    Investment strategies
    The rules of Roth conversions

    In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

    By Adam Van Deusen
    June 28
  • ira.jpg
    Continuing education
    Limits of tax diversification and the tax alpha of Roth optimization

    Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

    By Michael Kitces
    October 6
  • High net worth
    How to design the optimal income harvesting strategy

    Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

    By Michael Kitces
    August 4
  • When CFPs can represent themselves as fee only-Michael Kitces
    Fee-based compensation
    When can CFPs call themselves 'fee only'?

    The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.

    By Michael Kitces
    July 20
  • kitces home office telecommute 06/08/18
    Work from home
    Kitces: The joys and challenges of working from home

    Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

    By Michael Kitces
    March 20
  • How-an-advisory-firm-can-go-broke.png
    Marketing
    Kitces: How to lower your client acquisition costs

    When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.

    By Michael Kitces
    February 25
  • Kitces 6 key traits of a small giant business IAG
    Business development
    Kitces: When should advisors put the brakes on growth?

    There comes a point when advisors must decide how much to scale. Here's a guide.

    By Michael Kitces
    December 13
  • Kitces total time producing a plan IAG
    Practice management
    Kitces: Leveraging paraplanners and other efficiency hacks

    Technology can speed up the planning process, but advisors still need to smartly allocate human resources.

    By Michael Kitces
    November 19
  • 401(k)
    Why advisors should care about 401(k) fiduciaries

    Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.

    By Michael Kitces
    October 25
  • Investment technology
    Kitces: Planning software’s biggest blind spot

    Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

    By Michael Kitces
    October 18
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.