Retirement Planning Isn’t Easier for Rich People, Expert Says

Charles Sachs, CFA,CFP® | Featured in Yahoo! Money | October 9, 2019

Charles Sachs of Kaufman Rossin Wealth spoke to Yahoo! Money about the challenges of retirement planning.

Article Excerpt: “While affluent Americans benefit from a high net worth, their assets aren’t always investable or easily tappable…”

Read the full article at money.yahoo.com.

Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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Retirement Planning Isn’t Easier for Rich People, Expert Says

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