Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Can this couple in their 60s retire and still meet their after-tax spending goal? Plus, new rules for reporting bare trusts – why didn’t the government go this route to begin with?
Sal and Carla have run a successful consulting business over the years, saved well and used tax-planning strategies such as their individual pension plan (IPP) to ensure their financial security. An IPP is a form of defined-benefit pension plan. Sal…
English