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Ask an Advisor: My Kids Just Inherited $5 Million. What’s the Best Way to Manage It?
Finance

Ask an Advisor: My Kids Just Inherited $5 Million. What’s the Best Way to Manage It?

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Ask an Advisor: I’m 54 With $1 Million and a $7k Pension. Am I Ready to Retire?
Finance Tips

Ask an Advisor: I’m 54 With $1 Million and a $7k Pension. Am I Ready to Retire?

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What Is a Closed-End Second Mortgage and How Does It Work?
Finance Tips

What Is a Closed-End Second Mortgage and How Does It Work?

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How Much Can I Gift My Daughter and Son-in-Law Without Paying Taxes?
Finance

How Much Can I Gift My Daughter and Son-in-Law Without Paying Taxes?

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Am I Ready to Retire at 63 With $1.6M and $4,500 in Monthly Expenses?
Finance Tips

Am I Ready to Retire at 63 With $1.6M and $4,500 in Monthly Expenses?

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Are You Overpaying Taxes on Social Security? Here’s How to Reduce the Bill
Finance

Are You Overpaying Taxes on Social Security? Here’s How to Reduce the Bill

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Ask an Advisor: We’re 70 With a $1.4M IRA. Does a Roth Conversion Still Make Sense?
Finance Tips

Ask an Advisor: We’re 70 With a $1.4M IRA. Does a Roth Conversion Still Make Sense?

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Form 8379: How to File an Injured Spouse Allocation
Finance

Form 8379: How to File an Injured Spouse Allocation

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Are Exempt-Interest Dividends Subject to AMT?
Finance Tips

Are Exempt-Interest Dividends Subject to AMT?

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Will a Nursing Home Take Our $1 Million IRA? Here’s What the Trust Covers
Finance

Will a Nursing Home Take Our $1 Million IRA? Here’s What the Trust Covers

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