Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.