The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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Using whole life to transfer wealth when it comes to paying estate taxes
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.