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In our last case, John and Jill Doe were meeting once again with their financial planner. They had recently looked over two plans that would help them maximize their asset's and prepare them for retirement. The MCA or Mortgage Merge Account had certain advantages that could actually put more money in their hands at retirement, but only if they sold their home. The Equity Harvesting Plan gave them a large nest egg and also saved them taxes over their lifetimes. But their financial planner had noticed some interesting characteristics in each plan that he thought that they could take advantage of … (0 comments)
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