When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.