Should my wife and I speak with a certified financial planner (CFP) or a tax attorney to get ideas on how to make our portfolio tax efficient?

My wife and I are both 61 years old and we both have healthy retirement portfolios. Before required minimum distributions (RMD)s begin, we would like to get ideas on how to make our portfolio tax efficient, such as information on investment moves we should consider and estate planning. Should we speak with a certified financial planner (CFP) or a tax attorney?

Financial Planning, Retirement, Estate Planning, Investing, Asset Allocation
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4 days ago

Being a CFP myself, I'm probably a little biased. But CFP's have experience giving advice on tax planning and estate issues and how they might affect all areas of your financial life and goals. The holistic perspective is key to maximizing your financial decisions. 

If you're in the market of working with a CFP, visit NAPFA.org, it has a directory to help you find the right planner for you. 

Best of luck,

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