Do I need a lawyer or financial planner to help me set up a tax-free retirement plan?
In the Video above, Scott Farnsworth, Central Florida's Tax-Free Retirement Expert answers a frequently asked question: Do I need a lawyer or a financial planner to help me set up a tax-free retirement plan?
"Well, in the larger sense I suppose no in the same way that you could of course do your own appendectomy, but I highly recommend a doctor for that. I think working with someone who understands taxes, who understands investments, who understands social security, who understands what life is going to be like in retirement, is key to having a successful tax-free retirement plan.
If you stumble around by yourself, you're likely to trip up over some rules you never ever knew were going to come around and hit you in the corner. The answer is, it's best to work with a professional, someone who really knows his ropes in this area."