The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
When you retire, how will you treat your next chapter?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.