When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Many Americans are operating their personal finances with only the barest minimum of knowledge.