Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.