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Fin Plan Feb 2012 - "Convert highly appreciated assets into retirement income"

Fin Plan Feb 2012 - "Convert highly appreciated assets into retirement income"

Fin Plan Feb 2012 - "Convert highly appreciated assets into retirement income"

Excerpt


Convert highly appreciated assets into retirement income


For those who are fortunate enough to be in possession of a highly appreciated asset – whether as a result of hard work, luck or an inheritance –talking to a tax and financial expert to discuss tax and financial planning options is of utmost importance. Highly appreciated assets are exactly what they sound like: assets that have significantly appreciated. These might include, but are not limited to, a successful business, real estate or a stock portfolio.


 



 



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