Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.