Tax Deductions and Retirement
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A Tax Break With Steady Income for Retirees
The old tax shelter industry promised something it couldn’t deliver: Tax breaks followed by a stream of income. Those limited partnerships never seemed to deliver the income, and some of the tax breaks were disallowed. But there is a strategy that will deliver current tax breaks with lifetime income, and it is tailor-made for retirees. […]
Deducting Your Investments As A Business
The only “job” most retirees have is managing their portfolios. It probably is one of the most important jobs you’ve ever held. The portfolio has to help meet expenses for the rest of your lifetime, and it will be part of any legacy you leave. If you are like most retirees and pre-retirees, there is […]
