Navigating Complex Tax Concepts and Software in Financial Planning

In this episode, Steven is joined by Dr. Wade Pfau, a prolific researcher and content creator around all things retirement income related, including tax planning. Dr. Pfau has recently published the 2024 edition of his Retirement Planning Guidebook, an incredible resource for the details and planning opportunities surrounding retirement. Steven and Wade discuss how Financial Advisors can take complex knowledge and learn and distill it a way that will help clients take action, which is ultimately what counts. https://zurl.co/i1Bh