Affluent individuals and their advisors often make key mistakes when planning for their retirement and protecting assets for their family. J.K. Lasser Pro provides a roadmap for these individuals and their accountants and advisors offering specific proven investment strategies for retirement and estate planning. The authors have vast experience from their years in practice and know that each case needs specific guidance that, despite similarities in age and income, will not always be the same. Includes detailed case studies to help advisors with their clients in similar situations. There is targeted advice that will enable readers to adopt tactics to match their planning needs.
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