Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.
June 28 -
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.
October 6 -
Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.
August 4 -
The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.
July 20 -
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.
March 20 -
When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.
February 25 -
There comes a point when advisors must decide how much to scale. Here's a guide.
December 13 -
Technology can speed up the planning process, but advisors still need to smartly allocate human resources.
November 19 -
Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.
October 25 -
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18