Welcome to Savvy Tax PlanningSM

Horsesmouth and Debra Taylor, CPA/PFS™, JD, CDFA®, are excited to bring you this critical program, with information and strategies for helping your clients craft a tax plan for retirement. Too many retirees are losing money because they don’t have a good tax plan ahead of time.

This program will allow you to position yourself as a “distribution expert” who can capably guide clients through retirement. The “accumulation phase” is the easy part. Now clients approaching retirement want advice and guidance on how to draw down their assets in the best way. You can do that with Savvy Tax Planning.

Why tax planning? Because how and when clients draw income in retirement can matter as much as how they saved. The advisors who help them get it right become the advisors they keep.

Happy planning,

Debra Taylor

Debra Taylor
CPA/PFS™, JD, CDFA®

If you’re not a subscriber, learn more at horsesmouth.com/savvytax

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Tax Planning Program. Use of this material is subject to the Savvy Tax Planning Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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