Planning Opportunities When AFRs Are Low
Published: July 21, 2021
Tracking Code: 70072
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer

The Applicable Federal Rates and the §7520 Rate (AFRs) are published monthly by the IRS. Many wealth transfer strategies are more effective when rates are low. With historic lows, wealthy clients have a current opportunity to lock in strategies that leverage lower interest rates.

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