Tag: financial advisor in Pittsford NY

Tax-Advantaged Accounts for Retirees

Tax-Advantaged Accounts for Retirees

The right investment advice is critical, especially for retirees. As part of that, tax planning is highly valuable to ensure you’re getting the most out of every dollar you’ve worked so hard to earn and save. A key component of tax planning is proper asset management—identifying which strategies to implement across your entire portfolio. While asset allocation may drive returns, […]
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