How can a Financial Advisor Assist me with Lowering Tax Liability?
by Joel Dansby* on Nov 26, 2022
With income comes taxes, and investment incomes are no different. As your portfolio grows into retirement, it’s important to consider your pre-tax and post-tax retirement incomes, and how future tax liabilities may impact your overall retirement strategy. If you’re working with a savvy financial professional, they will consider these factors when building your plan.