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Since distributions will be required upon Mortimer’s death (although only the Roth account would enjoy tax free distributions and carry a different rule), the traditional IRA and the annuity IRA will ...
More than half (56%) of Americans believe that estate planning is important, but only a third have documented their plans, according to LegalZoom. Yeomans Consulting Group Financial president and ...
Nontraditional approaches, such as life insurance settlements, can provide tax-efficient lump sums for retirement. Buffered ETFs protect against market losses while allowing some upside participation.