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Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
January 18 -
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It's not too late to help clients improve their tax situation for 2016 and beyond.
December 28Thomson Reuters Checkpoint -
The tax benefits of an HSA make those plans a better option to max out first, although contributing just enough to a company plan to get any matching funds should be first.
November 18 -
Here’s how to help prepare clients for what comes next.
November 9Life Planning Partners -
We have the most expensive and fragmented health care in the world, so now what?
November 7Life Planning Partners