When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Assess how many days you'll work to pay your federal tax liability.
Were you raised with the money taboo? Many people are taught from a young age not to speak openly and honestly about money, even with their loved ones. This might not seem like a big deal, but the money taboo has real consequences.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.