Remember Roths? Avoid Potential Tax Hikes With a Roth Conversion Now
By William H. Byrnes, Robert BloinkYour clients tax rates will almost certainly be rising by the end of the year if the Bush-era tax cuts expire. In 2012, many of your clients are good candidates for a Roth conversion, but the time to act is now.
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What If You Had Bought Apple?Insured products like annuities are fine. But maybe its time to look at the stock market again.
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Glenn Neasham Case: What Will Be the Impact?Will the landmark California annuity court case become a precedent that will scare producers from offering annuities to octogenarians?
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Glenn Neasham Case: What Will Be the Impact?Will the landmark California annuity court case become a precedent that will scare producers from offering annuities to octogenarians?
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Finding the Perfect (Client) FitChoosing the right prospect is similar to picking the right suit: both must fit your business lifestyle.
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Baby Boomers and the New American DreamLife insurance creates a financial legacy boomers can leave to their heirs.
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Baby Boomers and the New American DreamLife insurance creates a financial legacy boomers can leave to their heirs.
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3 Key Advisor Lessons Learned From Buying a New CarBlueprint your client experience, and follow that blueprint consistently, to ensure your clients will have every reason to come back to you.
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