Don’t Assume Your Financial Advisor Does Tax Planning

By Robert Klein, CPA

I received the following email from a potential client several months ago:

I was unsettled when I found out only recently that our financial adviser informed me in so many words that he does not give tax strategy advice for our funds. It was something that I just took for granted that would be part of the “package.” Little did I realize that it takes another layer of expertise to navigate the daunting work of retirement taxation strategy to reduce one’s tax burden.

Robert Klein

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