In Partnership With: In Partnership With: HD Vest Financial Services

Wealth transfer and estate planning can be among the most difficult conversations to have with clients

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Welcome to another installment of Tax Alpha. This time around we’re looking at choosing tax-savvy retirement plans for your clients’ small businesses, like SEP IRAs, SIMPLE IRAs and Solo 401(k)s. The question is, how to know which fits your client’s circumstances and business best. Watch now to learn more!

Welcome to another installment of Tax Alpha. This time around we’re going to dig a little deeper into 529 Plans. Many of your clients are probably using them to help pay for escalating college costs, but they’re valuable estate-planning tools, too – particularly for high-net-worth clients.

What is Tax Alpha? It’s the added value that a tax-savvy advisor can bring to a client’s financial plan through sound tax strategies and tax planning. In its simplest form, it’s an advisor protecting their client from paying more tax than they need to.

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