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Are my current retirement savings sufficient?
I'm retired, how long will my savings last?
What are my needs for burial and final expenses?
Taxable vs. tax-advantaged savings?
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
March 02, 2021 @ 03:23 PM
Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
---|---|---|
Nasdaq Composite ETF | -0.2% | |
S&P 500 ETF | -0.1% |
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