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Technical

Continuing Care Retirement Communities: Helping Clients Choose

Brad Breeding, CFP | Free | AICPA | 15 Feb 2017 | AICPA Insights

Process, taxation & strategies
Foundational
Article

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Comments/Reflections

This blog post describes factors to keep in mind when helping your clients make decisions about a continuing care retirement community (CRCC).

Topics covered:

Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Foundational

1 Comments/Reflections

Lee Clintsman

Lee Clintsman May 2017

It's a huge decision

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