Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

Proactive Tax Strategies
13/06/2023 28 min
Creating a Coordinated Retirement Plan Through Virtual Family Offices (Ep. 12)

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Episode Synopsis

Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces don’t fit together? In this episode, Ken New explores what a family office is and how he works to provide the same level of care and planning through a virtual …

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