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Helping Clients Understand Tax Strategies
By
Dave Alison
Commentary February 28, 2025 at 07:30 PM
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What You Need To Know
- Funnel diagrams can help clients understand how each asset is taxed.
- The advisor can show the client happens when money moves from one funnel to another.
- HSAs and cash-value life are two of the holdings that go in the tax-advantaged funnel.
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