Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.