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Need a tax attorney or consultant who specialize in tax matters and can advise on qualified tax exempt or tax deferred investments besides 401 and IRA like pension or retirement funds or such
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Answered in 7 minutes by:
11/2/2017
Chad CFP ®
Chad CFP ®, CERTIFIED FINANCIAL PLANNER TM, Professional
Category: Tax
Satisfied Customers: 879
Experience: Managing Director
Verified

Hello, I noticed nobody has picked this question up so I will see if I can assist you today.

I have worked with qualified and tax deferred investments for over 15 years and know the tax regulations well.

What's your specific question?.

Chad CFP ®
Chad CFP ®, CERTIFIED FINANCIAL PLANNER TM, Professional
Category: Tax
Satisfied Customers: 879
Experience: Managing Director
Verified
Chad CFP ® and 87 other Tax Specialists are ready to help you
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Chad CFP ®
Chad CFP ®
Chad CFP ®, CERTIFIED FINANCIAL PLANNER TM, Professional
Category: Tax
Satisfied Customers: 879
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Experience: Managing Director

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