Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Using whole life to transfer wealth when it comes to paying estate taxes