If you inherit a non-qualified annuity, then before you decide what to do it is important to understand the different options and tax implications. Annuities have become an extremely popular tool in people's retirement plans. Like any other asse…
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How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a…
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Tags: Annuity, Asset Protection, Elder Law, Estate Tax, Long-Term Care Insurance, long-term care planning, Medicaid, Medicaid Planning, Medicaid Planning Lawyer, Paying for a Nursing Home, Planning for the Future, Retirement Planning, Tax Planning
“Oftentimes these products are sold based on the moment in time,” said Richard Coppa, managing director of Wealth Health, a financial advisory firm. “A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people w…
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