Submitted by American Endowment Foundation on October 4th, 2021
By Eric Kinaitis, Editor
How many of your clients have a formal written estate plan? If you don’t know that answer, then you may have discovered an opportunity to expand the level of guidance and value that you can offer your clientele.
Submitted by American Endowment Foundation on September 27th, 2021
By Eric Kinaitis
The ability to convert a traditional IRA to a Roth IRA account has been a topic of interest for many high income earners. The income cap that previously existed is no longer in place, allowing those who earn more than $100,000 in income to be able to make a conversion from a traditional IRA to a Roth.