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I work with some of the most successful financial advisors in the nation. By limiting the amount of advisors I work with, I strive to provide the highest level of service available with the goal of simplifying their lives so they can grow their practice exponentially.
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Brad Johnson Blog Update - Overcoming the #1 Objection to a Roth Conversion - How to have a "Plan B" for that situation! www.bradjohnsonblog.com 3 dagen geleden via Twitter
Brad Johnson heeft een blog geschreven 17-11-2009
ROTH CONVERSIONS - Offering a "Plan B" to the #1 Objection
If you have been watching the headlines of any financial publications lately, I think there is no doubt that the #1 catch phrase for the financial industry in 2010 will be the "ROTH Conversion." For many of your clients 2010 will provide a great opportunity for them to take control of their future... more »
Brad Johnson Blog Update: Article out of Wall Street Journal mentions Smart Tax Planning Moves before the end of the year - www.bradjohnsonblog.com 12-11-2009 via Twitter
Brad Johnson heeft een blog geschreven 12-11-2009
Article - Smart Year End Tax Moves (WSJ)
Quick post before I head to the gym this morning...read this Wall Street Journal article on smart tax planning moves before the end of the year. Hope this gives you a few ideas on some things to mention with clients. I highlighted the topics covered below and you'll find the link to the article at... more »