Reporter Ben Mattlin of Financial Advisor magazine features Matt Nadeau, CFA, and wealth advisor, in an article about helping a client with new tax law complexities. The article looks at the anecdote of a business owner client and how the 2017 Tax Cuts and Jobs Act was impacting some of his planning strategies. Nadeau weighs in on his solution, which incorporated moving a portion of the retirement savings into a 401(k) Roth account.
