There has been a lot of discussion and even angst within the financial services community regarding the relationship between ourselves and our clients. In some instances, this discussion has reached the consumer press outlets, including major newspapers and magazines.
This is the second article in a three-part tax series I started last month. The purpose of Part 2 is to explain key tax planning concepts that I have shared with clients who are preparing for or entering retirement.
I will be posting a three-part series over the coming months about how Aspire Planning Associates does tax planning for our clients leading up to and including early retirement. The three parts will be: