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Mark Scenario
Situation: Mark (65) is ready to retire. He has been investing in his retirement fund […]
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What To Do After You Receive An Audit Letter
If you have received a letter from the Internal Revenue Service (IRS) about a civil […]
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Logan Scenario
Situation: Logan (45) owns a software development company and lives in California. He has gradually […]
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Richard Scenario
Story: Richard (63) is an orthodontist who lives in Illinois. He has built his orthodontist […]
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Roger Scenario
Situation: Roger (45) is an Inside Sales Manager for a security company and lives in […]
