Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.