If Your Advisor Isn't Doing THIS… You're Overpaying
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If Your Advisor Isn't Doing THIS… You're Overpaying
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About this listen
If your advisor isn't doing tax planning AND tax prep… you may be leaving thousands on the table. In today's episode of Joe Knows Retirement, Joe breaks down why most advisors don't offer full-service planning and what that means for YOU. Too many retirees are paying a 1% fee for investment management only… while missing out on tax strategies, Roth conversions, and coordinated planning that could dramatically improve their retirement.
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