The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Knowing the rules may help you decide when to start benefits.