Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.