In this segment of Right on the Money, Dennis discusses how financial planning courses and advising can help clients reduce the burden of taxes on retirement income with Nathan Barton. Nathan explains how his firm’s series of courses at www.carlsonfinancialservices.com help people of all ages understand how their taxes impact their investing and saving. Financial advisors offer a different perspective than tax professionals in that they offer proactive strategies for the future rather than immediate tax advice.
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Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.