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 …

11 Ways to Help Clients with Better Behavior

SSN Marketing Practice Development

11 Ways to Help Clients with Better Behavior By Corey Keltner, Practice Development Specialist Much has been written about the behavior gap and investment returns. While proper asset allocation, diversification and rebalancing are important, they are also relatively easy fixes to a portfolio. In this section, I want to talk about the planning gap. This is where irrational decisions can take …