Kyle Moore, CFP® founded Quarry Hill Advisors with the goal of helping others align their money with their values and make a lifetime of smart decisions with their resources. As one of our brand ambassadors, Kyle discussed how he helps clients transition to retirement with a smart tax strategy during a recent webinar. The following blog post provides even more detail about how Kyle incorporates retirement transition tax planning into his practice.
As a mother of twin girls with active imaginations, I’ve observed quite a few games being concocted over the years. The most recent involved them creating a bridge for their toys to cross a puddle safely. The girls had many tools at their disposal: sticks, rocks, chalk, leaves etc. As expected, bridge building did not go smoothly at first.
It’s hard to read any financial publication these days without seeing some mention of the Tax Cut and Jobs Act (TCJA). Your clients are most likely aware of the tax changes as well and have started peppering you with questions regarding their financial plan.
Are you capturing new clients with tax-efficient drawdown strategy conversations? Is your practice not growing as fast as you would like? Are you missing that unique story that captures prospects attention?
We might have an answer for you.