Fresh from year-end tax planning meetings with clients, we’ve identified four areas where great tax planning and great financial planning collide, specifically for people accumulating wealth.

Many rely 100 percent on their wages to fund their lifestyle, and are at their peak spending years. They have not built enough wealth for work to be optional yet. The following four areas can offer them tax savings opportunities in the right situation, but applied without regard to the rest of the story, can be toxic to their survival.

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