The biggest issue that HD Vest advisors hear about today is how to factor taxes into the financial services discussion process. While political debates on fiscal policy will doubtless continue, spending cuts and tax hikes have gone from the discussion stages into reality, extending across income groups, and impacting workers, retirees and families across America.
With mass affluent households facing greater tax burdens and complexities than ever before, tax mitigation strategies have become at least as important as any other element of a comprehensive financial plan.
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