Rightsizing for Retirement
What does your home really cost?
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There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.