I am a longstanding DIY investor and legacy Boglehead before I new there was a term for being a Boglehead. I am 60, within 2 years of retirement. My wife and I have a portfolio in the $3.5 million range, mix of Traditional IRA, Roth and after-tax. We are also likely to inherit ~$2M within the decade.
So while I have a good grip on general investment strategy, and de-risking for the "fragile decade", I am interested in working through scenarios for tax strategy. I am interested in working with a non-AUM advisor who is a tax-planning specialist for this purpose. Also, I have heard good things about Covisum Tax Clarity software (from Wade Pfau's "Retire with Style" podcast). It is a professional tool, not geared toward individual consumer subscriptions. So my platonic ideal would be a non-AUM, tax-planning specialist who uses Covisum Tax Clarity.
Anyone who knows of such a unicorn I appreciate the referral. DMs from practioners are fine, so long as truly non-AUM and deep tax expertise.
So while I have a good grip on general investment strategy, and de-risking for the "fragile decade", I am interested in working through scenarios for tax strategy. I am interested in working with a non-AUM advisor who is a tax-planning specialist for this purpose. Also, I have heard good things about Covisum Tax Clarity software (from Wade Pfau's "Retire with Style" podcast). It is a professional tool, not geared toward individual consumer subscriptions. So my platonic ideal would be a non-AUM, tax-planning specialist who uses Covisum Tax Clarity.
Anyone who knows of such a unicorn I appreciate the referral. DMs from practioners are fine, so long as truly non-AUM and deep tax expertise.
Statistics: Posted by mondegreen — Sat Dec 14, 2024 10:37 am — Replies 0 — Views 26