Tax Time Bomb: 10 Ways for HNW Pre‑Retirees to Defuse It

Sep 19, 2022 / By Debra Taylor, CPA/PFS, JD, CDFA
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High-net-worth clients can easily overfund their traditional retirement accounts without realizing they are creating tax problems down the line. Here are six challenges to discuss with them, as well as planning strategies that can help.

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