The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.