How does your ideal retirement differ from reality, and what can we do to better align the two?
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The tax rules governing profits you realize from the sale of your home have changed in recent years.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.