Liquidate & Leverage (L&L)—A Roth Conversion Alternative
To download a 7-page consumer educational piece on L&L, click on the following link (this piece compares passing a tax-deferred…
Financial News
Liquidate & Leverage (L&L)—A Roth Conversion Alternative
To download a 7-page consumer educational piece on L&L, click on the…
Bonus Annuities to Pay Taxes on Roth Conversions is Still a Failure & Deceitful
It’s been just over a year since I ran my newsletter WARNING…
Beneficiary Deemed Owner Trusts (BDOTs)…An Unknown but Useful Tool
My goal in this business is to help advisors give better advice…
Craig Wear and Others Need to Stop Fearmongering Taxes on Roth Conversions
If you haven’t noticed, recently I’ve been calling out “self-anointed” Roth conversion…
Making Changes
When and if the RIA you work under is sold someday for tens if not hundreds of millions of dollars…your payout from the sale is ZERO!
Must Read
Cash Out DSTs (a unique twist to 1031 exchanges for real estate)
Webinar—October 2nd at 1:00 PM EST To sign up for the webinar to learn how clients can get cash in…
Certified Roth Conversion Specialist™ Designation Officially Launches!
This has been nearly two years in the making, but it’s finally here! To learn about the Certified Roth Conversion…
