turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Does Intuit offer retirement tax advisory services?

I've always done my own investing (and done well) and I've always used Turbo Tax on my own to complete my taxes. But now that I've retired, I'm thinking it's probably a good idea to have someone check that I'm being tax efficient in my withdrawals and investment choices. Schwab is willing to help but I'd prefer someone with no interest at all at getting my money under their management and who will just give advice. Plus Schwab will also note that they don't give tax advice per se. Perhaps Intuit has something beyond tax return review - a review of your retirement finances broadly?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Does Intuit offer retirement tax advisory services?

No, TurboTax/Intuit does not offer any type of retirement tax advisory service.

 

You may want to contact an independent financial planner in your area to see if they offer this type of service.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies