Are You a Crummey Advisor or Just a Crummy Advisor?
When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
Why I Don’t Like Roth IRAs: Tax Season Lesson, Part 1
During tax season, I focus on the actual cost to the client, including cash flow. That’s one reason I've never liked the Roth IRA.