Many families have the opportunity to shift certain types of retirement income to a spouse who's taxed at a lower rate. This articles summarizes these rules, for a more detailed look at your situation, please reach out.
October 24, 2024 | Charles W. Cullen III
Many families have the opportunity to shift certain types of retirement income to a spouse who's taxed at a lower rate. This articles summarizes these rules, for a more detailed look at your situation, please reach out.