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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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Life insurance proceeds are generally tax-free. But not in all cases.