What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Second marriages are a trigger event to revisit any existing estate strategies.