It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.