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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May 2018

You will need an excellent fiduciary financial advisor.

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