Now is the ideal moment for advisors to help their clients manage their IRAs and save the most in taxes over their lifetime, said Ed Slott, the Rockville Centre, N.Y.-based IRA and retirement-planning ...
Andrew Whitaker CFP®, CRPC®, President of Gold Tree Financial, Inc., completed advanced training with Ed Slott and Company, LLC by attending a landmark 20th anniversary workshop of Ed Slott’s Elite ...
The April 15 tax deadline has passed (except for those clients on extension). So now advisors have the perfect opening to contact clients and set up conversations about planning for 2025 taxes, and ...
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