Is there an advisor that can help w/BTC Withdrawals to then place in an account for future planning?
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Hi Susan,
Yes, there are advisors who can assist with crypto withdrawals and strategic allocation for future planning. I help clients navigate digital assets, tax considerations, and broader investment strategies to align with their long-term goals. If you’re looking for guidance on this or other financial planning needs, feel free to reach out.
-Jeff
Another good resource is the Wealthtender article
Hi Susan,
Many of our clients have crypto positions and we help them with incorporating those assets into future planning needs. We also work with a tax team that has a lot of expertise dealing with crypto tax considerations. Please reach out if you’d like to discuss further.
Thanks,
Marcel