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Home Life insurance

It’s Time to Speak Taxes With Sophia Duffy

admin by admin
2025年6月28日
in Life insurance
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It’s Time to Speak Taxes With Sophia Duffy
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How A lot Is $600,000 In No Examination Time period Life Insurance coverage?

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Monetary professionals working with individuals as they save for retirement are able to ship doubtlessly life-changing recommendation to their purchasers — particularly if they’ll convey tax-smart investing and earnings 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 Companies, there’s by no means been a extra vital time for monetary advisors to step up their tax recreation. That’s one cause 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 Knowledgeable podcast, Duffy speaks with ThinkAdvisor Senior Reporter John Manganaro in regards to the tax planning panorama — together with the main points of the brand new TPCP certification, which has confirmed to be the fast-growing new certification within the School’s almost 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 take heed to further podcasts inside the Ask the Retirement Knowledgeable collection, click on here.

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