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Fintech founder wants more financial advisors to consider taxes

Retrieved on: 2024-02-12 19:40:10

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Fintech founder wants more financial advisors to consider taxes. View article details on hiswai:

Summary

The article highlights Bill Harris's views on the importance of tax strategy over investment strategy, emphasizing after-tax returns with tax-efficient methods like asset location and donor-advised funds for personal finance management in the fintech industry.

Article found on: www.financial-planning.com

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