The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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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.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.