When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Beware of these traps that could upend your retirement.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.