It’s Time to Talk Taxes With Sophia Duffy
By Jackson National Life Insurance (Sponsored)
Financial professionals working with people as they save for retirement are in a position to deliver potentially life-changing advice to their clients — especially if they can bring tax-smart investing and income planning strategies to the table.
In the extensive experience of Sophia Duffy, an associate professor of business planning at the American College of Financial Services, there’s never been a more important time for financial advisors to step up their tax game. That’s one reason why the College has introduced the new Tax Planning Certified Professional Program, with Duffy as the program director.
On this episode of the Ask the Retirement Expert podcast, Duffy speaks with ThinkAdvisor Senior Reporter John Manganaro about the tax planning landscape — including the details of the new TPCP certification, which has proven to be the fast-growing new certification in the College’s nearly 100-year history.
During the episode, Duffy and Manganaro also discuss:
- The essentials of trust and estate planning.
- How to avoid conflict in cases of illness and incapacity.
- The Roth vs. traditional IRA debate and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.
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