Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.