CPA Joshua Cicora and Matt talk about a story where a financial advisor recommended an IRA move that cost the client $1.2 million in taxes. Is your advisor working with a tax planner? Market Advisory Group does all that in one place.
CPA Joshua Cicora and Matt talk about a story where a financial advisor recommended an IRA move that cost the client $1.2 million in taxes. Is your advisor working with a tax planner? Market Advisory Group does all that in one place.