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    If you are nearing or in retirement, navigating market uncertainty can be concerning, especially when it comes to ensuring your assets last long after your working years are over. The good news is, there are strategies you can put in place now to help you stay on track for the long run.

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    Each year, the IRS produces a list of its “Dirty Dozen” tax scams. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to stay on top of the latest list of common issues—and take some simple steps to stay safe from them.

  • Selling Your Company to Your Employees

    If you’re starting to think about selling your small business to enable retirement, you may want to consider an employee stock ownership plan.

  • Charitable Lead Trust

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  • Retirement Plans for the Self-Employed: Choosing the Right Plan for You

    Saving for retirement is a major concern for most Americans, but as a self-employed individual, there are a number of attractive opportunities to consider.

  • Restructuring Your Assets to Qualify for Medicaid

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Article Authors

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