18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.