Talking Taxes, Inflation and Bucket Strategies

The American College of Financial Services
June 4, 2021

In conversations with their clients at or near retirement age, many financial advisors agree that they’re hearing concerns regarding increasing taxes and stock market correction that could jeopardize hard-earned gains. Professor of Practice Ed Slott is among those calling for advisors to take steps to ensure clients’ retirement savings is protected through Roths, IRAs, or other planning strategies.

Read more of what Slott recommends in this piece from PlanAdviser.

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