Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic out of fear of violating federal regulations or industry standards that limit who can provide "tax advice." The topic of taxes and tax-efficient planning is like the elephant in the room – many financial advisors know taxes have a significant impact on their clients, but due to uncertainty surrounding the scope of their duty to clients and the possibility of compliance issues for addressing taxes, they ignore or gloss over the topic of taxes. Lumping anything tax-related into "tax advice," however, is a disservice to the client. Be prepared to confidently address the topic. Download our white paper now.
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