Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.