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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 change in your mindset during retirement may drive changes to your portfolio.
Are you feeling ready to expand your career? Or maybe switch careers altogether? After you’ve been in the working world a while, it’s common to want more from your professional life. A lot of people turn to graduate school to get there, but sometimes this plan is accompanied by a four-letter word: debt.