The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Have A Question About This Topic?

Thank you! Oops!

Related Content

Is it Too Late to Plan for Retirement?

Is it Too Late to Plan for Retirement?

These financial strategies can get you on track even if it feels too late to plan for retirement.

Moneywoman: Unleash Your Inner Financial Superhero

Moneywoman: Unleash Your Inner Financial Superhero

The first National Women’s Equality Day was in 1971. Women couldn’t get credit cards in their own name back then. And if a woman became pregnant, she could be legally fired. Thankfully, a lot has changed, but some things haven’t. Women still do not receive equal pay for equal work. The gap is roughly 20%1, and women continue to live longer than men, now by an average of seven years.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.