Lee Investment Management

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Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
Could Employee Ownership Be Part of Your Succession Plan?

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.

Lease Payment

How much would your monthly lease payment be?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?