This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.