Q&A: what is the common road to getting into the field of becoming a retirement tax advisor?
Question by TIE: what is the common road to getting into the field of becoming a retirement tax advisor?
advisors who protect retirement savings by minimizing their clients/prospects tax burdens. i.e. – legally sheltering monies as long as possible; allowing monies to pass from generation to generation.
Best answer:
Answer by In Science we trust
Accounting. Start with degree in finance from the best college you can get yourself into. After college, you’ll want to get a job with a good size accounting firm in tax accounting. With that education and experience, you’ll be in a good position to become an advisor.
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good advice above
other routes are stock brokers and attorneys
There are programs for Certified Financial Planners, would recommend those also