An amusing and whimsical look at behavioral finance best practices for investors.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.