Tax Time Bomb: 10 Ways for HNW Pre‑Retirees to Defuse It
Sep 19, 2022
/
By Debra Taylor, CPA/PFS, JD, CDFA
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.