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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
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