Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This early financial decision could prove helpful over time.