Four Ongoing Tax Considerations for Advisors with Retiree Clients

18-Aug-2015 #Globalwealth Source: Wealth Management

For effective tax planning it is imperative that pre-retirees and retirees get started immediately if they haven’t already since it takes months before the results can be seen. The article points out four important ways for advisors to create more tax efficiency for their pre-retiree and retiree clients.

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