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Jefe
Level 1
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  • The client decided not to make the additional contributions so I never had to put it in the system. Sorry I'm not more help!
    Jefe
    2
    Jun 10, 2021
  • I have a wealthy client who wants to gift the maximum in 2020. Her AGI is projected to be $2.798m. She has already gifted $600k of appreciated securities and no...
    Jefe
    5
    Jun 10, 2021
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