Don't Let Tax Concerns Keep You From Taking Care of Loved Ones
by Jeff Mitchell, Investment Adviser Representative, CEO, Monolith Financial Group
May 24, 2019
3 minutes
Regardless of how much money you've put away for retirement, the goal once you get there is to keep as much of it as possible. For you, for as long as you're around. For your spouse after you're gone. And, eventually, for your kids, if that's possible.
Most people say they want to leave something behind for their loved ones, but few put much thought into how they'll do it -- or what the tax consequences could be for them or their
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