Planning in Retirement

Many people spend decades planning for the day when they can stop working. Those who are conscientious generally try to save and invest enough in a tax-efficient way in order…

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Preferred stocks

When looking for more stability and higher yields, many investors are turning to preferred stocks. These securities have some characteristics of regular stocks but also have some characteristics of bonds.…

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Minimizing annuity taxes

Many deferred annuity owners have seen their accounts appreciate over the years without having to pay any taxes. However, at some point someone is going to have to pay taxes.…

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