Custodian — Our Blog | Parkshore Wealth Management

Posts tagged Custodian

Changing Financial Advisors? What You Need to Know About Taxes

Will you have to pay taxes if you switch financial advisors? This article explores the potential taxes and provides tips for selecting a new advisor.

Tax PlanningParkshore Wealth ManagementApril 15, 2024Retirement Account, 401(k), IRA, Custodian, Capital Gains, Asset Allocation, Financial Advisor, Financial Planner, Wealth Management