Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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It's important to make sure your retirement strategy anticipates health-care expenses.
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.