Use tax management with retirement accounts
Not all investments belong in a 401(k).
As we approach tax deadline day on April 17, your clients may have a number of questions for you. Some are easy. "Can I deduct the cost of 12 boxes of Girl Scout cookies I bought?" (No.) "Will you back my claim for 14 dependents?" (No).
But here's one you should think about before answering: "Why a
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