7 Things I Wish I Knew Before Becoming a Financial Advisor
Provided by
Youtube is a video-sharing platform that offers a wide variety of educational content, including lectures, tutorials, and courses on a wide range of subjects....
Description
The content covers various important subjects relevant to financial advisors, including tax planning and its significance in financial planning. Tax planning involves discussing with clients or making recommendations on the types of retirement accounts to use, when to accept taxable events, and understanding deductions a client is taking or could be taking. The resource also touches upon the need for financial advisors to understand their clients' tax brackets and develop plans for the taxation of their income in retirement. Additionally, it highlights the importance of handling client conversations carefully, particularly around tax-related matters, especially during tax season (near the end of March and through April).