Paul R. Samuelson

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High-Net-Worth Earners Are Winners With SECURE 2.0

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Advisors will have more latitude in helping HNW clients save money on taxes.

How To Help Clients Make Their Philanthropy Count

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These are some of the gift-giving strategies that nonprofits promote in their holiday appeals.

In Q4, Time Is Ripe For Tax (And Other) Conversations

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Don't limit your tax evaluations to tax harvesting. There are other subjects to put on the agenda for Q4 meetings.

When IRA Planning Is A Family Affair

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You must ask clients with excess IRA assets about where they want their money to go.

IRAs, Taxes And Inheritance: Planning Becomes A Family Affair

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Ask clients with excess IRA assets about where they want their money to go.

Answering Roth Conversion Questions In A Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

Taking The Surprise Factor Out Of RMDs

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Help clients take the surprise factor out of distributions from tax-deferred accounts.

Be Ready To Answer Questions About Roth Conversions In This Down Market

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Here is a quick guide to client conversations about Roth IRA conversions.

Are You Ready to ‘Waze' Your Clients' Decumulation Plans?

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The financial plan is the road map when it comes to retirement income.

The New Math To Achieve Tax Alpha For Clients

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When you deliver tax alpha, you win, your clients win.

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