Paul R. Samuelson

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What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who delay until age 70.

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.

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