The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
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.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.