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Practice Management

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Roth IRA for Children: Asset Retention Strategy

Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.

The Future Series

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Markets and Investments

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Important 529 Plan Facts You May Not Know

A 529 plan is a highly advantageous way to save for a child’s or grandchild’s college education or pay for elementary or secondary school tuition. Earnings grow tax-deferred and avoid federal—and, in most cases, state—income tax when used to pay for qualified education expenses.

Industry Trends

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Work/Life Balance

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5G Without the Hype

Yes, 5G is truly here, but its potential for new heights of consumer experience remains years away. For now, though, let’s look past the Madison Avenue hype and see what 5G looks like today.

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