Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Federal estate taxes have long since been a lucrative source of funding for the federal government.