Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.