Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Here are six flags that may make your tax return prime for an IRS audit.
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.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.