I don’t know if you’ve noticed the new messaging of the CFP board in their new television commercials. It must be part of their 2023 publicity campaign. But there’s a little bit of a play on words as it relates to their messaging. The CFP board mentions being committed to acting in the client’s best interest NOT being required….hummmm. What’s the difference?
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
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