Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.