5 Steps to Driving Down Taxes for Clients With Large Traditional Retirement Accounts

Dec 9, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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A large balance in a traditional retirement account can be a ticking time bomb that explodes into higher taxes, surcharges, and penalties in retirement. So it is crucial to identify and intervene with those clients who may benefit from distribution optimization planning.

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