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Briefcase Study: Those Pesky Remaining Debts

In Articles, Articles: Kansas City Office, Briefcase Studies, SLC Spring 2019, Spring 2019, Tax Planning by Scott Dougan

Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot of sense, both financially and psychologically. In a recent meeting, we not only discussed this but put a plan together that was well received by the family, so we thought …