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Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.November 13
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Taxpayers face a 5% penalty if they fail to meet the deadline.October 1
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When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.April 29
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The Treasury and IRS are lowering the withholding underpayment threshold to 80%.March 26
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Robert Graham allegedly solicited clients into risky investments, which he directed to his private company. He is the ex-chief of the Arizona Republican Party.August 29
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Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.June 26
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Sometimes the strategy can eliminate a domino effect of other expensive tax problems down the road, Ed Slott writes.March 20
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The new law will affect how financial advisors and clients evaluate the pros and cons.January 23
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Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.December 4
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FP magazineIt’s the Roth’s 20th birthday. Where is everyone?November 20
