Hint: It Doesn’t Involve Adirondack Chairs
Many widowed clients assume that they have lost the ability to use the full $500,000 exclusion upon the sale of their jointly owned home, but there are two ways to protect them from realizing all gains above their remaining exclusion.
Although both immediate and deferred annuity contracts can be held in an IRA, they have very different consequences under the minimum distribution rules.
Prospecting is an advisor's most dreaded task. It's also the difference between success and failure.
Clients often cling to their prior views or forecasts at the expense of acknowledging new information.
It may sound strange, but this technique can work well in some circumstances.
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