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Articles tagged "NAI Intelligent Edge"

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Elizabeth Ostrander: Leaving the financial advisor out of the process can actually impede, rather than fulfill, the wealth planning goals of the client.

How RIAs can help clients sell their real estate without taking a tax bite

A range of strategies, including the tax-free 1031 exchange, enable investors to tax-efficiently monetize their real estate investments

September 20, 2011 at 3:39 AM
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