Tax planning and tax filing are two different jobs
Tax filers look at what you did last year to figure out how to save money when you file
Tax planners look at all your options and figure out how to manage and minimize taxes over your lifetime.
Know what you are paying for
“The difference between a 1% fee & no fee results in over a 6 figure difference”
Sure…
But You’re assuming that person does all the right things:
- manages behavior
- gets tax location right
- tax loss harvests
- knows how to withdraw correctly
- rebalances
- does tax planning
Mater Dei guy/2018 OC Player of the Year …. UAA Announces Men's Basketball All-Association Team; Spencer Freedman of NYU Named Player of the Year - University Athletic Association https://t.co/hrDzHAfCgR