Tax Guidance for Advisors on Social Security, Annuities, and Investments
This article highlights resources for financial advisors, registered investment advisors, and wealth managers to address client tax questions related to Social Security, annuities, and various investment products. It emphasizes the importance of understanding emerging tax rules and regulations and provides access to weekly updates from tax experts to stay informed. The content focuses on supporting professionals in navigating complex tax issues to better guide their clients' wealth, health, and life decisions.