Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.