The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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It's important to make sure your retirement strategy anticipates health-care expenses.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.