In March's edition, we explore key financial considerations:
- Net Investment Income Tax: Insights for high-income taxpayers on the 3.8% NIIT and strategies to manage its impact.
- Sound Retirement Planning: Strategies for achieving a sustainable retirement, covering income, risk management, and tax efficiency.
- Life Insurance Pitfalls: Common mistakes in beneficiary designations and how to avoid them.
- Assumable Mortgages: How assumable mortgages offer potential solutions in a challenging housing market.
This issue is filled with essential advice to navigate complex financial landscapes effectively.
