Ranking jurisdictions based on retirement income tax, any state-imposed estate or inheritance taxes, average state and local sales tax and average effective property tax.
The focus on qualifying for need-based aid will often be a misplaced worry among your clients. What’s important is getting a discount off the price.
Year-end conversations with clients can serve many purposes.
COVID-19, economic uncertainty and political change–along with high firm valuations—are pushing more advisors to take their own retirement from the industry seriously.
