Tax Planning Strategies
for Retirement

An Advisor’s Guide to Tax Planning

Since the SECURE Act became law, advisors say clients have more questions than ever about rules related to required minimum distributions (RMDs) for certain retirement accounts and how the new law could impact their own financial plan. Combined with the recent market turbulence, it’s more important than ever to identify tax savings strategies for your clients.

Download the Tax Planning Strategies ebook to learn:

• Recent Tax Law changes that affect retirement
• Strategies that may help to reduce taxes long-term
• How a financial plan can uncover tax planning opportunities
• How to present the impact of these strategies on plan results

With the tax deadline approaching, it’s more important than ever to identify tax savings strategies for your clients.