Is Your Retirement Plan a Tax Trap?
David B. Mandell, JD, MBA and Keith L. Mohn, CLU, CHFC (www.benefitsolutionsgroup.biz) are nationally known financial planners who focus on the special asset management needs of physicians. For over a decade, they have worked with thousands of doctors to help them reduce taxes and have more money available for retirement. The two advisors like to ask their clients if they plan on leaving any dollars in their pension, 401(k) or IRA to children or grandchildren? “Most of my clients,” says...
View full press release