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Bill Kelso Shares Tips for Maximizing Tax Efficiency in Blog Post for Sedona Red Rock News

| June 22, 2018
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Financial Planner Bill Kelso shared his expertise in tax efficiency planning in a blog post for Sedona Red Rock News.

Bill discussed the importance of understanding tax efficiency, spelling out the differences between “tax now,” “tax later,” and “tax never” assets. He notes that a financial planner can guide people through the often-confusing realm of tax efficiency, helping to minimize tax liability and create an efficient, long-term plan. 

Bill is the author of Pinnacle’s Financial View, a blog series that educates the Sedona community about a variety of personal finance topics. He heads Pinnacle Financial Advisors’ Sedona office, specializing in tax and retirement planning and esoteric income portfolio strategies. 

Read the full blog post here.

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