Taxes are paramount for financial advisors.

“Considering taxes is vital in investment planning and financial planning,” says Bob Phillips, managing principal of Spectrum Management Group, a wealth management firm in Indianapolis. “The resources an individual or family have to work with are only what is left over, after-tax.”

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access