Page 4 - Investment Advisor March 2022
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Features                                                                           VOL. XLII NO. 2
                                                                                                       MARCH 2022




                                                                                18











                                                                                Cover Story

                                                                                It’s Tax Season, and Expert
                                                                                Ed Slott Provides a Game Plan
                                                                                By Melanie Waddell

                                                                                     Advisors should work with
                                                                                        their clients' CPAs to
                                                                                          get the best results
                                                                                            when it comes to
                                                                                             reducing taxes.
































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                  How to Avoid the Social Security Tax Torpedo       10 Rules to Know About IRAs and Taxation             Cover Photography: Natalie Brasington
                  By Jane Wollman Rusoff                             By Emily Holbrook and Ginger Szala
                  Starting early with an aggressive Roth IRA strategy can help   Inside tips on how to prepare for tax season and
                  even wealthy clients minimize the tax damage, Wade Pfau   retirement savings.
                  told Investment Advisor.


              2 INVESTMENT ADVISOR MARCH 2022 | ThinkAdvisor.com
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