A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.