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    Legacy Planning (2)13 Articles

    Tue, Sep 26, 2023

    Tax-Advantaged Ways to Gift Money to Heirs

    Consider these 3 ways to gift money to your heirs—without racking up your tax bill.
    Social Security: Spousal Benefits and More

    Wed, Jun 14, 2023

    Social Security: Spousal Benefits and More

    Many Americans contribute to Social Security for years without knowing the full potential of their programs. But Social Security goes beyond retirement benefits. Discover the ins and outs of Social Security spousal and survivors benefits.
    Are Your Heirs Prepared to Inherit Your Wealth

    Wed, May 31, 2023

    Are Your Heirs Prepared to Inherit Your Wealth?

    An inheritance is a big responsibility. Are your heirs prepared? Discover these strategies to help get them ready to manage their money.
    How Can You Pay Less Capital Gains Tax?

    Wed, May 24, 2023

    How Can You Pay Less Capital Gains Tax?

    How hard will you be hit by taxes on your investments this year? Let’s walk through three strategies to potentially help lessen the blow from capital gains.
    Too Much of a Good Thing? Ways to Reduce a Large Stock Position

    Wed, May 17, 2023

    Too Much of a Good Thing? Ways to Reduce a Large Stock Position

    When you own a highly concentrated winning stock, you probably feel like you’ve hit the jackpot. But you might be left with a riskier portfolio or a large tax bill. Discover smart strategies to de-risk your exposure and mitigate capital gains tax.
    Should I Gift Assets While I’m Alive?

    Wed, May 10, 2023

    Should I Gift Assets While I’m Alive?

    Is it tax-savvy to gift your assets while you’re still alive? Or is it smarter to leave an inheritance after you pass? It depends on your situation–so we’ve laid out the facts and questions for you to consider as you navigate taxable gifts, estate taxes, and timing a more tax-efficient legacy.
    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

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