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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Journal of Financial Planning

In network coverage since August 14, 2026 · 8 stories
Network coverage
Tax & estate planning

Roth conversion arithmetic favors paying tax from taxable assets

A Journal of Financial Planning paper runs a $100,000 conversion at 25% to show what the payment source does to the Roth balance.
Practice management · Oct 12Behavioral finance is cognitive psychology applied to finance, Klontz and Horwitz argue
Practice management · Sep 28A new Journal of Financial Planning paper asks how clients place themselves among 'the wealthy'
Products & portfolios · Sep 23The 4% rule was a bond-yield artifact
Practice management · Sep 23The fee case built on gross returns is the weakest one
Practice management · Sep 23A goals-based plan pays most when the client ranks the goals
Practice management · Aug 19For the misengaged spouse, meeting format is the fix
RIA · Aug 14Former SSA analyst wins award for Social Security claiming study
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