Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.