How does your ideal retirement differ from reality, and what can we do to better align the two?
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The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Here are six flags that may make your tax return prime for an IRS audit.