Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Five overlooked tax deductions to help manage your tax bill.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.