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Explains benefits of employee-stock ownership plans for succession planning.
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
Considering some important issues now could provide more options in the event of early retirement.
Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Check the background of this investment professional
