The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A windfall from a loved one can be both rewarding and complicated.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.