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Reply to "Best financial planning tip for donut hole families"
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[quote=Anonymous][quote=Anonymous]we shifted 600k of assets into non reportable. mostly paying down our mortgage, but also wrapping up a long list of needs: new roof, added an ADU, did dental work, redid driveway, maxed retirement, updated a bunch of legal work like trusts, etc.[/quote] Where did you have 600k of assets? I’m assuming it wasn’t from retirement. [/quote]
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