You mess up your own retirement investing While it seems that the economy, interest rates or the stock market has much to do with your retirement … [Read more...]
Rollover IRA to Meet Your Retirement Goals
A rollover IRA is a retirement account that you can use to consolidate the funds you've set aside in various other retirement accounts. Bringing your … [Read more...]
Cash in Your Life Insurance Policy?
A life insurance settlement presents a unique opportunity to a policy holder to extract the maximum possible value from an existing life insurance … [Read more...]
Another Reason to Consider Long-Term Care Insurance – The Unpredictability of Government Benefits
Many seniors look at long-term care insurance as a safety net that can help them avoid financial catastrophe. Consider that the average cost of a year … [Read more...]
Achieve a Second Step-up in Cost Basis With a Credit Shelter Trust
For many affluent investors, avoiding income and estate taxes is a major concern. Large estates that are left unprotected can face estate tax bills of … [Read more...]
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