The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.