Does the 5 Year Rule Apply to Each Roth Conversion? - 357
Your Money, Your Wealth
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The Pros and Cons of Optimizing a Charitable Restorative Trust
A charitable remainder trust is a tax-free way for people to leave money to charity. If you live a long life, if you're single or married, it's its second joint life. People who have highly appreciated real estate and stock they want to sell can do so without paying the tax. Some clients buy term life insurance policies in case their loved ones die early.
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