Fixing Excess Retirement Account Contributions
Over the last few months, several of you have asked questions about what happens when a client makes an excess contribution to a retirement account—and, more importantly, how to fix it. Let's start with the basic contribution limits.
Tax Planning: You Don't Have to Be a Tax Expert
I don’t know about you folks, but I see a crap ton of reels and posts from all sorts of companies and advisors offering “tax planning.” I know many of you joined PMG, at least in part, because you wanted to learn more about tax planning. So let’s talk about what tax planning really means from a prac…
Social Media Works—If You Know How to Use It
Do you use social media? More importantly, are you using it effectively? Last week, one of our reels generated more than 20,000 views. Our podcast regularly gets 50,000+ downloads per episode, and nearly 10% of our new business comes directly from social media.