Do not assume that your monetary advisor does tax planning


by Robert Klein, CPA

I obtained the next e-mail from a possible buyer a number of months in the past:

I used to be upset once I just lately realized that our monetary advisor has knowledgeable me in so many phrases that he doesn’t present tax technique recommendation for our funds. It was one thing I had simply taken that may be a part of the “bundle”. Little did I notice that navigating the daunting process of a retirement taxation technique to cut back one’s tax burden requires one other layer of experience.





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