Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?