The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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What Is a 1035 Exchange?

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

U.S. Personal Savings Rate

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What can be learned from the savings rate?

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Work backwards from your savings goal to find the rate of return you'd need to get there.