Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.