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    Follow the Tax Map to Find Clients Nontaxable Income

    In The News

    Follow the Tax Map to Find Clients Nontaxable Income

    Imagine showing a prospect how to harvest $11,000 IRA income with no tax. Or a client how to harvest $67,500 of capital gain with no tax. Our “Practical Uses for Tax Clarity” video shows how simple it is with a customize Tax Map.
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    On-demand webcast: how to talk risk with clients

    Risk

    On-demand webcast: how to talk risk with clients

    The advisor and the quant What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance? In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
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