Advisory, Tax and Audit Services | Withum
Jan 28, 2021 · Client is worth $50 million which includes $30 million in Muni Bonds, $5 million in an IRA and 401k, house worth $5 million and 100% of his business worth $10 million Client is age 68, wife age 68 They have 2 grown children that are not married each with approximately $50K salary income ................
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