An Inside Look at Retirement Living
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.