Preview Mode Links will not work in preview mode

Retirement Tax Services Podcast

Dec 26, 2022

If you think about taxes as a season rather than something that is ongoing in your practice as a financial advisor, then you are doing a disservice to your clients. Taxes impact our lives all year long, and preparation is something that should be included in your clients' financial plans. In this episode, Micah...


Dec 19, 2022

Is it irresponsible as a financial advisor not to be involved in tax planning? Our guest today believes so. David Rae, CFP, DRM Wealth Management, has built a successful career developing comprehensive financial plans to meet life goals, retirement, tax planning, estate issues, and more. He's also the go-to financial...


Dec 12, 2022

When it comes to finances, taxes are just one piece of the puzzle. It is important that as financial advisors, you have a trusted CPA who you are in frequent communication with in regard to your clients’ finances. This is where Retirement Tax Services (RTS) can help. RTS provides advisors with everything they need to...


Dec 5, 2022

As we approach the final few weeks of 2022, it’s an important time to review our clients' documentation and ensure everything is in place for a smooth tax season ahead. So, how can we help our clients prepare for tax season? And what can we do to ensure we’re adding value to their lives rather than extra work or...


Nov 28, 2022

Proper tax preparation can transform your clients' finances. As taxes impact nearly every aspect of their lives (and yours), being aware of that presence as a financial advisor can save your clients thousands of dollars every year on retirement withdrawals, keeping investments efficient, and more. So how do you decide...