How does your ideal retirement differ from reality, and what can we do to better align the two?
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.