How advisers can calm anxious clients amid tax uncertainty

12/3/2012 | Wall Street Journal, The

Advisers need to find the right time and place to talk about possible tax changes with anxious clients. Phone conversations won't work for many clients, some advisers say. Also, be prepared to offer a few pieces of fail-safe advice, such as investing in a Roth IRA and, if the client is an entrepreneur, employing one's own children.

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Wall Street Journal, The

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