Roth conversions get major coverage from the popular press these days. Yet despite the hoopla, many prospective and existing clients harbor misguided beliefs about this potentially valuable planning ...

If your client has an IRA, the Roth conversion conversation will inevitably come up. Processing Content The essence of optimal tax planning is to always pay taxes when tax rates are lower. But that’s ...

Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they ...

There’s no impression like a first impression. That’s why advisors typically cultivate a calm and welcoming office environment. For new client leads arriving for a “get acquainted” session, a ...

Financial advisors perhaps feel most comfortable leveraging their knowledge and the statistics they’re familiar with to impress clients. But increasingly, the prospect conversion game has become less ...

You'd have to be nuts to recommend clients and prospects consider accelerating the payment of taxes on their retirement nest eggs, right? Under ordinary circumstances, the correct answer is probably ...

For seniors heading toward retirement, one of the most important conversations they can have with their advisor is about whether it makes sense to convert their traditional IRA into a Roth IRA. The ...

A new white paper by Zoe Financial argues the prospect-to-client conversion rate for financial advisors is a function of a prospect's stage of buyer readiness, not the advisor's marketing or sales ...