Life Transitions in Pre-Retirement

SSN Marketing Tax Tips

Life Transitions in Pre-Retirement By Corey Keltner, Practice Development Specialist Let’s discuss how you can help married couples through different life transitions, starting in pre-retirement, with a focus on the Roth conversion as a way to strategically pay taxes now and avoid them later. Keep in mind that Roth distributions* avoid Federal taxes and are not included in the Social …

Get Tax Savvy

SSN Marketing Business Development, Marketing

SSN has a long history of supporting experienced, tax-savvy and entrepreneurial-minded financial planners who also crave organizational simplicity within their businesses. If you are interested in learning how to differentiate and grow your practice by boosting your ability to serve clients’ tax planning needs, we encourage you to visit: