report by BlackRock
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Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
This piece is approved to use with clients.
Global economic outlook now fraught with risks.
Client Experience
Creative Planning for Taxes and Distributions
Increase your expertise in tax and distribution planning. Manage multiple sources of income for optimal tax outcome. Take another look at Roth conversions, QCDs, and 529 plans. Consult with CPAs and other tax professionals.