Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
It's important to make sure your retirement strategy anticipates health-care expenses.