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Tashi Goenka
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Join date: Jul 9, 2025
Posts (4)
Aug 28, 2025 ∙ 2 min
Roth IRA Conversions: Turning Tax Liability Into Opportunity
Explore how advisors can guide clients on Roth conversions to maximize tax-free retirement savings, avoid common advisor pitfalls, and align conversions with long-term client goals
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Aug 11, 2025 ∙ 4 min
Helping Clients Plan for Their Child’s Education
Learn strategies to help clients plan their child’s education while aligning tuition goals with overall family financial priorities
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Jul 28, 2025 ∙ 2 min
The Rise of Boutique RIAs: Why Smaller Firms Are Winning Big Clients
Boutique RIAs are reshaping wealth management with personalized advice, modern tech, and client-first service. Discover why smaller firms are winning big clients.
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