RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Surprises
Making the most of surprises is a great reason to work with us.