37 Point Checklist
![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/inv2.png)
Recommended Articles
Tax-Advantaged Accounts That Aren’t IRAs
“Are you funding your IRA?” This frequently-seen retirement question is an important starting point. However, it can sometimes overshadow other opportunities to save and invest for the future in tax-advantaged […]
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
Advisor Tax Mistake #7 – Client’s refuse to provide tax documents
This article is the 1st in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)
Advisors: How To Clear Up Tax Confusion
Forosophobia In February of 2021, a psychologist suggested a new phobia in Psychology Today: Forosophobia is the proposed “fear of taxes and the IRS.”
Read More![](https://retirementtaxservices.com/wp-content/themes/rts_theme/images/blue_arrow.png)