Tax accountant vs CFP
I received one of my ex husbands Brokerage accts and several IRAs in our 2021 divorce. Since I’m 70 yrs old Im concerned with Capital Gains and the costs involved with the Brokerage acct. Would it be better to use a Tax Accountant or a CFP to navigate through this? I dont have much confidence in my previous choices of professionals and find myself stuck. Any advise or direction you can give me will be greatly appreciated
Terry Says
You may need both — but start with a financial advisor you can trust. Please read this article:
https://www.terrysavage.com/pam-krueger-wealthramp/
It is the ONLY way I know that you can be matched with a FIDUCIARY, FEE-ONLY advisor you can trust. That’s how to get started.
