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Going independent? What to know about taxes.

• Authors : Browning, Lynnley (AUTHOR)

• Source: Financial Planning. Jun2021, Vol. 51 Issue 5, p31-32. 2p. 1 Color Photograph.

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Limits of tax diversification and the tax alpha of Roth optimization.

• Authors : Kitces, Michael

• Source: Financial-planning.com. 10/6/2021, pN.PAG-N.PAG. 1p.

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CE Quiz.

• Source: Financial Planning. Jul/Aug2021, Vol. 51 Issue 6, p3-3. 1p.

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Reconstructing lost IRA basis to avoid double taxation.

• Authors : Levine, Jeffrey

• Source: Financial-planning.com. 6/10/2021, pN.PAG-N.PAG. 1p.

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Avoiding IRA-Related Tax Traps.

• Authors : Slott, Ed

• Source: Financial Planning. Sep2017, Vol. 47 Issue 9, p57-59. 3p.

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Roth converstions: A trick to bite the tax bullet.

• Authors : Browning, Lynnley (AUTHOR)

• Source: Financial Planning. Sep2021, Vol. 51 Issue 7, p47-49. 3p. 1 Color Photograph.

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Retirement Tax Challenge.

• Authors : Slott, Ed

• Source: Financial Planning. Jul2015, Vol. 45 Issue 7, p55-57. 3p.

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A Costly Tax Advice Oversight.

• Authors : SLOTT, ED

• Source: Financial Planning. May2016, Vol. 46 Issue 5, p52-54. 3p.

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Save your client from the late 60-day rollover quagmire.

• Authors : Slott, Ed

• Source: Financial-planning.com. 7/22/2019, pN.PAG-N.PAG. 1p.

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Retirement account gaffes: Clients' biggest withdrawal mistakes.

• Authors : Slott, Ed

• Source: Financial-planning.com. 5/1/2019, pN.PAG-N.PAG. 1p.

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