Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do you have an estate strategy? You should.