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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.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.