Clayton K. Shum Discusses the Art of Tax Harvesting and Roth Conversion Strategies
Clayton K. Shum, a Certified Financial Planner, has been assisting individuals and families in the Bay Area with significant financial choices since 2001. Specializing in retirement planning, Clayton caters primarily to retirees and those nearing retirement age. His clientele is particularly interested in both income planning and effective strategies for transferring wealth to family members […]
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