Ages 60-70
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At this stage in life, some of the financial issues you may find yourself dealing with are:
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- More serious planning for estate and asset transfers
- Understanding the transfer-tax system
- Learning about estate-planning techniques
- Active financial planning
- Increasing cash flow—with charitable gift planning while minimizing taxes
- Shifting to income-producing assets
- Assisting children with purchasing homes, education, and business funding through annual gifts
- Assisting grandchildren with education expenses
- Concern with the financial future of the next generations
- Using trusts and asset-transfer strategies to achieve goals
- Taking advantage of charitable trusts to transfer assets to family while maximizing tax benefits
For the charitably inclined, certain types of gifts can provide solutions to tax issues: Click here to read more.
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