What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.