The Ins and Outs of Installment Sales

Apr 5, 2007 / By Elaine Floyd, CFP ®
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When clients have appreciated assets to sell—real estate or businesses are the most common—consider an installment sale or self-canceling installment note. In the right situation, it can be a terrific way to generate retirement income and minimize estate and income taxes. Here's a primer on how it works.

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