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The relevant variables and calculations can be complex, depending on the situation.
Avoiding The Capital Gains Distribution Trap
Advisors can prevent their clients from having to pay tax on phantom income, but there are two important caveats to keep in mind.
These vehicles fail to meet the challenge of creating a relatively stable, sustainable, and inflation-adjusted income stream throughout retirement, says contributor Scott Simon.
Utilizing virtual receptionists can lead to better client experiences, save on costs, and reduce in-office stress.
