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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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.
A bucket plan can help you be better prepared for a comfortable retirement.