Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your healthcare coverage will change in retirement. Here are things you might do before your coverage switches.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.