The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.