Life Stage Gift Planner™

Ages 45–65

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At this stage in life, some of the financial issues
you may find yourself dealing with are:

  • Accumulating assets
  • Active financial planning
  • Comprehensive estate- and wealth-transfer planning
  • Assisting children with debt through annual gifts
  • Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits
  • Diversifying investments
  • Increasing retirement-plan contributions

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

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