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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Federal estate taxes have long since been a lucrative source of funding for the federal government.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.