December 2024 • www . fa-mag . com
KNOWLEDGE FOR THE SOPHISTICATED ADVISOR
20 Questions About Succession
Is the right person taking over the firm you built ?
Trading Spaces
Empty nesters ponder the move to smaller houses .
Roth Conversion Pitfalls
Mistakes might be made .
Is The Dream Of A Florida Retirement Over ?
Advisors assess the aftermath of recent hurricanes on America ’ s favorite retirement destination .