Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Determine if you are eligible to contribute to a traditional or Roth IRA.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.