Monetary professionals working with folks as they save for retirement are able to ship doubtlessly life-changing recommendation to their purchasers — particularly if they will carry tax-smart investing and revenue planning methods to the desk.
Within the in depth expertise of Sophia Duffy, an affiliate professor of enterprise planning on the American School of Monetary Providers, there’s by no means been a extra vital time for monetary advisors to step up their tax recreation. That’s one purpose why the School has launched the brand new Tax Planning Licensed Skilled Program, with Duffy as this system director.
On this episode of the Ask the Retirement Professional podcast, Duffy speaks with ThinkAdvisor Senior Reporter John Manganaro in regards to the tax planning panorama — together with the small print of the brand new TPCP certification, which has confirmed to be the fast-growing new certification within the School’s practically 100-year historical past.
Through the episode, Duffy and Manganaro additionally talk about:
– The necessities of belief and property planning.
– keep away from battle in circumstances of sickness and incapacity.
– The Roth vs. conventional IRA debate and extra.
To hearken to extra podcasts throughout the Ask the Retirement Professional collection, click on right here.
