When you retire, you are frequently told to rollover your company retirement account, such as your 401(k) funds, into an IRA or into another company's … [Read more...]
Enjoy Lower Taxes-Withdraw from the correct accounts at the Right Time
Retired people are interested in conserving their capital as long as possible and this means lowering taxes. But because IRS imposes different tax … [Read more...]
Get Income or Cash for Life Insurance
Cash for Life Insurance Are you asset-rich but cash-poor? Over the years did you put money into life insurance to protect yourself … [Read more...]
Another Way to Get Long-Term Care Coverage
Long-term care insurance may be an important (even necessary) part of your financial plan. But you may be reluctant to buy a policy whose premiums can … [Read more...]
Annuities That Help You Qualify for Medicaid and Save Your Assets
Long-term health care costs remain high and are growing. Because of this, retirees with significant assets should plan for their eventual need for … [Read more...]
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