Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.