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.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Here's one strategy that combines two different annuities to generate income and rebuild principal.