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    FinPlan Fridays

    Return Assumptions in Retirement Income Planning Software

    Lately, there have been a lot of conversations surrounding the current market state, and many retirees are worried about their investments. One of the most challenging aspects of financial planning is setting reasonable performance expectations. Of course, no one can predict the future, but the right financial planning software can help you make wise investment decisions based on available factors.
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    Marketing

    Attract More Financial Advisor Leads in 2023

    Lead Gen Best Practices for Advisors Now is the time to start crafting a marketing strategy for the year ahead. Lead generation should be one of the most critical aspects of your 2023 marketing strategy. Your prospective clients are using online research to influence their decisions, including picking who they trust to help them with their finances. So, it would help if you had an online presence that builds trust with your prospects. Your online presence needs to showcase the value you can provide. You have an opportunity to show your prospects what they are looking for online.
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    Tax

    Roth Conversions Without Non-qualified Money to Pay the Taxes

    Roth conversions are a great way to ensure clients aren't hit with a hefty tax bill in retirement; however, sometimes, clients don't have any non-qualified or non-IRA money to pay the immediate taxes on the conversion. So, are Roth conversions still a smart tax strategy for those situations? Absolutely!
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    FinPlan Fridays

    How Looming Tax Changes Should Influence Your Retirement Tax Planning

    In the absence of Congressional action, multiple provisions of the Tax Cut and Jobs Act (TCJA) will expire at the end of 2025, and tax rules will revert to what they were before the legislation. The TCJA reduced specific tax brackets and increased the standard deduction. Certain charitable gift deductions moved from 50% to 60%. Additionally, the personal exemption phase-out and the limitation on itemized deductions for some filers were eliminated. The Tax Cuts and Jobs Act simplified many aspects of tax planning and created opportunities. As a result, some tax techniques are more effective now than in the past.
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    Tax

    FinPlan Friday: Building Strong Relationships with CPAs

    Collaboration is the Secret to Smart Retirement Tax Planning Learn more about how to build strong, mutually beneficial relationships with your clients' CPAs in this month's FinPlan Friday conversation with Joe.
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