In this episode, Steven is answering advisor questions directly from the trenches. Twice a month, Steven hosts live office hours for the RTS community that are all about helping advisors cut through the noise and get to what they need to take action and serve clients. A 30-minute episode could never capture the full power of these live sessions, but this week, Steven has selected some of the more common topics to help our listeners get ready for year-end and get an idea of what their peers are asking. If you'd like to get your questions answered on a future office hour, check out our memberships at retirementtaxservices.com
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