A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.