“You must pay taxes. But there is no law that says you gotta leave a tip.” -Morgan Stanley
How can any retiree make a good decision about reducing taxes in
We often hear the following questions from people we work with:
- What will happen with my estate upon my death?
- Who will look after my spouse and help
Bob and Patricia are 60 years old and would love to retire as soon as possible. It's not uncommon to meet people like Bob and Patricia who have been saving
Some retirees have paid hundreds, sometimes thousands, of dollars unnecessarily to the IRS in the past year because they didn’t know the tax exclusion I am