From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determine your potential long-term care needs and how long your current assets might last.