When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?