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Topic:
Client Services
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Dangerous Measures: The Fine Art of Calculating Returns
The person responsible for translating the math chapter of my book, Wealth Management, into Japanese told me, “You give me much headache.” Welcome to the math chapter. Okay, class, today we’re going to be discussing one of the most common activities for financial planners, namely, the calculation of investment returns. Accounting in some measurable way for changes…
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Should I convert IRA money to a Roth?
Should I convert IRA money to a Roth is a complex question. Before 2017 tax law allowed recharacterization (being able to undo a Roth conversion). After 2017, tax law changed and you can no longer undo a conversion. So, before converting an IRA to a Roth, think through your full portfolio and goals. Converting an…
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How to Keep Your Personal Information Secure and Avoid Fraud and Identity Theft
I received an email from a client stating that he was tied up in a meeting and needed “help” urgently. Instantly I thought this was odd for several reasons: You may feel obligated to help, but I would rather get yelled at for not doing anything than send a client’s money to Nigeria. The email…
