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Summit Financial Resources Inc.
With 17 years of experience in the financial services industry, Mike Aloi specializes in working with executives, professionals and retirees. Since he joined the Summit Financial Resources Inc. team, Aloi has built a process that emphasizes the integration of various facets of financial planning. Supported by a team of in-house estate and income tax specialists, Aloi offers his clients coordinated solutions to scattered problems. Outside of work, he enjoys spending time with his wife and three children.
Required minimum distributions can be the bane of many IRA owners' existence. But there are a few creative ways to reduce your income tax burden, or that of your heirs.
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One often-overlooked way to magnify your magnanimous charitable donation is to consider gifting an unneeded life insurance policy. Your gift can also come with some tax benefits.
It's not uncommon for one person in a couple to take the lead in finances, but that can cause big problems later on.