Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Have A Question About This Topic?
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?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.