With the election out of the way and efforts taking shape in Washington to resolve the threat of automatic tax increases and the fiscal cliff, CPAs and certified financial planners are recommending ways to protect their clients no matter what Congress and the Obama administration ultimately decide to do about the tax laws for next year.
Rick Rodgers, CFP, president of Rodgers & Associates, “The Retirement Specialists,” in Lancaster, Pa., advocates that clients diversify their income by putting it in various types of retirement accounts and investments.
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