The Other Sure Thing
Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?
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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.