Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Congratulations, you’re ready to commit. Perhaps you now share keys to the same front door or there’s a ring in your future.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.