By The Numbers


Market Is Boon to Baby Boomer

A survey of the rich revealed 89% of the nation’s wealthiest
baby boomers feel more confident about their financial future
because of stock market gains in the 1990s. As a result
of successful equity investments, 85% said they now
worry less about how they will fund retirement.

Source: U.S. Trust Company of New York, New York City.

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Get your clients ready for tax season

These year-end tax planning strategies address recent tax law changes enacted to help taxpayers deal with the pandemic, such as tax credits for sick leave and family leave and new rules for retirement plan distributions, as well as techniques for putting your clients in the best possible tax position.

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