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Evaluate a financial planning strategy to help Laura and Fred reduce their current tax bill using the model Quantitative and Qualitative Considerations for Evaluating Financial
Evaluate a financial planning strategy to help Laura and Fred reduce their current tax bill using the model Quantitative and Qualitative Considerations for Evaluating Financial Planning Strategies. STRATEGY #2: Spousal loan strategy Review the description of the strategy and reference the evaluation in the Case Information document. Provide 1-2 points per response box. Some answers are completed for you. QUANTITATIVE FACTORS TO CONSIDER Eligibility for the strategy Are they eligible to engage in the strategy
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