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High-net-worth clients can easily overfund their traditional retirement accounts without realizing they are creating tax problems down the line. Here are six challenges to discuss with them, as well as planning strategies that can help.
Reviewing client tax returns creates many opportunities to suggest proactive ideas not just for tax-planning, but for investment planning as well. Take a look at how they use the process at Taylor Financial Group to add value and deepen relationships.
Horsesmouth Essential: What’s Working Now: As the landscape of financial advice shifts, advisors must offer diversified services to retain clients. This advisor is a long-time advocate for integrating tax planning with investments and financial planning to provide wraparound financial care for clients.
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