The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have you considered the special tax treatment on company stock held in a 401(k) plan?