Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Federal estate taxes have long since been a lucrative source of funding for the federal government.