Communicating Roth Conversions and The Best Time for Surge
The Perfect RIA
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Effective Client Communication and Intentional Roth Conversion Strategies
The chapter delves into the significance of intentional communication with clients when discussing Roth conversions, emphasizing the simplification of complex topics and effective dialogue. Insights are provided on addressing Roth conversions, tax tolerance, and teaming up with specialists for tax planning, with action items involving client list preparation, surge meetings, and decision documentation.
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