Most investors can get so caught up in the extensive research and due diligence to find the best investments that they forget about one crucial factor- income taxes. Many times, there are great investors who will hit home runs on a stock or fund, but when it comes to income taxes they have no clue where to begin.
Tax Planning Strategy
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.
In the realm of investment advice, value is defined by what you receive from your advisory relationship that meets or exceeds your expectations.
2014 Year End Tax Planning Tips