Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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Related Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.