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As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.
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For example, “The Complete Tax Optimization Guide for Healthcare Professionals” speaks directly to physicians and dentists who face unique tax challenges. If you work with business owners, highlight how you helped a client reduce their tax burden by 30% while increasing their retirement contributions.
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High taxes also push Indian investors towards riskier, offshore platforms. Tax Changes Japan acknowledges past tax missteps. Proposals suggest a flat 20% capital gains tax instead. India’s own 30% tax, plus its inability to offset losses, actively discourages retail investors. Major institutions are diving in too.
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We've also announced a Save-The-Date for a second IAR CE Intensive Day later this year – on Thursday, October 30th, we'll host an "IAR P&P CE Day" (covering the Products & Practice portion of the IAR CE requirement), with a particular focus on advanced tax and retirement planning.
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