We believe when you are building a solid financial house, one that can withstand the storms of time, you need to place it on a firm foundation.
How Smart Tax Strategies Can Save You Money, Now, and in the Future
When I first started financial planning, we all had one basic assumption - push taxes into the future. The general thought was our clients would be in a much lower tax bracket for taking distributions from their retirement plans. About 13 years ago, I had an "aha moment". What if that assumption was false?
