It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Determine your potential long-term care needs and how long your current assets might last.
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.