The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This attention-grabbing infographic covers retirement topics you may not have considered.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.