Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Have you explored all your options when it comes to managing your taxable income?
It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.