Retirement Tax Services Podcast cover image

“The Retirement Planning Guidebook” with Dr. Wade Pfau

Retirement Tax Services Podcast

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Strategic Tax Planning and Long-term Income Variation in Financial Advisory

Exploring the strategic tax planning differences between CPAs and financial advisors, advocating for a long-term approach to managing taxes for maximum asset benefits. The chapter stresses the importance of collaborating with forward-thinking CPAs for comprehensive tax advice and income strategy planning.

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