Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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401(k) savings are taxed as ordinary income when funds are withdrawn.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.