Note: if images don't appear please enable "display / load images" in your email program.  Issue #569 • September, 28 2026 Greetings , Welcome to this week's Advisor Training newsletter. Our goal is to provide training, education and insights for solo/independent Advisors who adhere to our client-first, counter-cultural, and sometimes counter-intuitive investment and business philosophy. If you're not yet part of our AdvisorFirst Group but you'd like to learn more, you can schedule a chat with me.  This Week's Pro-TipNick's new book! The 50 most impactful essays from the first 25 years of his newsletter ‘Nick Murray Interactive’. “I very frequently get the question: ‘What’s going to change in the next 10 years?’ I almost never get the question: 'What’s not going to change in the next 10 years?' And I submit to you that the second question is actually the more interesting of the two.” –Jeff Bezos      Last Week's QuizWith Roth IRAs, one must be 59.5 AND have the account opened for 5+ years in order to avoid paying taxes on withdrawing earnings. How is the 5-year-rule calculated?
Answer = Choice 2: If it's been open over 5 years then withdrawals are tax-free regardless. Business MemesClick to enlarge images
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