Gaining The Strategic Edge In Tax And Retirement

Larry Roth, CEO, Wealth Solutions Report

Strategies For Tax Planning And Clients Retiring In 2023, Plus The Latest News In Recruitment And Wealthtech 

To My Fellow WSR Community Members:

The 2011 hit film “Moneyball” followed the journey of Major League Baseball’s Oakland Athletics in 2002 to forge a winning team on a limited budget, selecting players based on a statistical analysis system called “sabermetrics,” which confounded conventional wisdom. The strategy helped the A’s finish first in the American League West – and change the game.

Strategic analysis

The year just behind us was a year of strategy for wealth management, as the necessity of market uncertainty unleashed a wave of invention and adoption of strategies to squeeze higher performance from limited resources. The new year is starting the same way, and advisors who pick the right strategies for their clients will gain the competitive edge this year.

This week, we bring you thoughtful strategies from the experts to maximize opportunity and stability for clients entering retirement and to serve high net worth clients with sophisticated tax planning. We also have the first recruitment news and wealthtech news roundups for 2023.

This Week’s Issue

Here’s what we have for you this week:

David Knoch, CEO of Docupace
Retiring in 2023?

In case you missed it, last week in Upmarket we brought you Coldstream Wealth Management Chief Wealth Strategist Anne Marie Stonich’s insights on year-end strategies for high net worth investors – in any year. They include helping wealthy clients with QSBS capital gain exclusions, mega backdoor Roth conversions and gifting while assets are depreciated.

How can we help you achieve success this year? Please share your ideas and suggestions with us. 

We look forward to growing our engagement with you this year on social media, especially LinkedIn!

All the best for a year of growth and success!


Larry Roth, CEO

Wealth Solutions Report

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