Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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.