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JOSEPH H.D. LEE
Joseph H.D. Lee
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JOSEPH H.D. LEE
Joseph H.D. Lee
Contact Us
Calculators
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Annuity Tax Advantages
What are the tax advantages of an annuity?
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Burial and Final Expenses
What are my needs for burial and final expenses?
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Retirement Income and 401(k)
How much retirement income might my 401(k) provide?
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Savings in Retirement
I'm retired, how long will my savings last?
Newsletters
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HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.