Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.