Dear Quentin, I am 66 years old and have been retired for about a year and a half. My retirement savings are still primarily ...
UBTI and UDFI do not automatically make an investment inappropriate, but the tax consequences must be evaluated carefully. IRAs are taxed as trusts, and trust tax brackets are highly compressed. In ...
It’s that time of year again. Every January 1, the Future Perfect team makes forecasts for the events we think will (or won’t ...
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