Jul 16, 2021
Steven’s returning guest this Tax Q&A Friday is Taylor Schulte of The Stay Wealthy Podcast and Experiments in Advisor Marketing.
Today’s episode answers a submitted question: “I would like to know if Taylor’s ever recommended a Roth conversion, but then had a client decide not to do it because their tax preparer didn’t recommend it?"
Are you interested in content that provides you with action steps that you can take to provide massive tax value to your clients? Then don't wait to sign up for our powerful online training sessions. Click on the link below to get started on your journey: https://www.go.retirementtaxservices.com/rts-registration-0728-a