Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.