Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Use this calculator to assess the potential benefits of a home mortgage deduction.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.