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Retirement Plans and Trusts ( September 2000 )
If you have investments with tax-deferral features, such as conventional Individual Retirement Accounts, 401(k) Plans. -
Educational Tax Incentives: A Comparison Of The Alternatives ( November 1999 )
The Taxpayer Relief Act of 1997 introduced several new tax incentives to help finance higher education. The follow. -
Intangible Tax Trusts ( June 1999 )
There is currently an opportunity for Florida residents to avoid Florida's intangible tax. The strategy discussed . -
New Required Minimum Distribution Regulations ( March 1998 )
The IRS recently issued new proposed regulations modifying the conditions under which trusts may be treated as desi.
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