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Become your clients’ tax hero by checking 2013 Roth IRA conversions for possible market losses. A recharacterization of the converted amount could minimize their 2014 tax bill if you act by Oct. 15!
Horsesmouth Essential: Proper tax planning relies on understanding what the tax consequences will be for various tax strategies. What tax rate, at the margin, will apply to the next dollar of income or deductions? And for strategies that can shift income—like Roth conversions—you’ll need both a current marginal tax rate and a good estimate of a future tax rate.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025