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Consumer Affairs: Patrick Doherty Featured in “Best Tax Relief for Seniors”

, CFP®, CLTC®

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Patrick Doherty, CFP®, CLTC®, Senior Vice President and Financial Advisor at Wealth Enhancement was featured by Consumer Affairs in the article, “Best Tax Relief for Seniors”  

“Often, a person’s largest source of income during retirement is RMDs from tax-deferred accounts. Every dollar withdrawn is taxed as ordinary income,” said Patrick Doherty, senior vice president and financial advisor at Wealth Enhancement in Danbury, Connecticut.   

Access the full article here: https://www.consumeraffairs.com/finance/best-tax-relief-for-seniors.html 

Head shot of Patrick Doherty

Senior Vice President, Financial Advisor

Danbury, CT

Patrick focuses on eliminating his clients’ financial worries. His first step is simple: he listens. After gaining an understanding of client concerns, he aims to develop strategies to generate predictable streams of income that support client goals while minimizing the risks that may derail their lifestyle. He launched his career as a financial advisor in 2002 with Morgan Stanley.

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