Training

Meeting the IRS Requirements for a Qualifying Relative

by Knowledge Resources

If you are planning to claim a dependent on your taxes, you must meet the IRS requirements for a qualifying relative. This can be a complex process, but it's essential to understand the criteria to ensure you receive the tax benefits you are...

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The Basics of Qualifying Investments

by Knowledge Resources

Qualifying ratios are an essential factor when it comes to borrowing money. They help lenders evaluate your financial situation and determine how much you can afford to borrow. Understanding qualifying ratios can help you maximize your borrowing...

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Crossroads: Making Sense of Qualifying Events

by Knowledge Resources

Life is full of uncertainties, and we often find ourselves standing at a crossroads, trying to make important decisions that will shape our future. These turning points in our lives are called qualifying events. Qualifying events are life events...

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An Insider’s Guide to Annuity Qualification

by Knowledge Resources

As you approach retirement age, it's essential to have a plan in place to ensure a steady income stream that will support your lifestyle. One option you may consider is an annuity. An annuity is a financial product that provides regular payments in...

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