Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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.