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- Tax Returns Can Help Achieve Financial Dreams ... - Raymond James
Get Tax Returns Can Help Achieve Financial Dreams ... - Raymond James
D to satisfy Uncle Sam may be just what you need to begin realizing your financial dreams. Developing a personal financial plan begins with accumulating much of the same data needed to prepare your income taxes. It is the perfect time to start on a financial plan. Taxpayers can use their income tax information to form the plan's foundation. First, you will need lists of assets and liabilities, copies of tax returns, insurance policies, wills, trusts and pension plans. This involves getting a han.
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