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In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.