Client’s age, investment time horizon, the value of assets being converted and current and future tax brackets are among the factors to consider.
Access to a pension doesn’t guarantee financial security in retirement like it used to. Just look at the system for New York City teachers.
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Jun 16, 2022
With tax laws in flux, advisors should take advantage of all the tools available to help clients maximize after-tax portfolio returns.
Open, honest and candid discussions about the latest news in the RPA industry.
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May 25, 2022
For most investors, retirement planning focuses primarily on managing risk and saving aggressively. Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area.
Less than one in four think they’ll be able to save the $1.1 million they need, a survey finds.
