This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.