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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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.