How does your ideal retirement differ from reality, and what can we do to better align the two?
The Pros and Cons of a NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.