Richard A. Gagné and Associates
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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.