The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Net Unrealized Appreciation and how it affects tax responsibilities.