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    • How to Pay Yourself in Retirement

      How to Pay Yourself in Retirement

      Morningstar· 4 days ago

      Higher inflation is not great for retirement plans. Higher interest rates are a positive for retirement portfolios. Annuities make sense as part of your...

    • Are Annuities Taxable?

      Are Annuities Taxable?

      Investopedia· 5 days ago

      An annuity is a financial product designed to provide a steady income stream during retirement. It is a contract between you and an insurance company,...

    • Death and Taxes…and Planning Opportunities

      Death and Taxes…and Planning Opportunities

      The National Law Review· 6 days ago

      The applicable federal rates ("AFRs") (used as safe harbors for loans between related parties) and the Section 7520 rate (used for determining the...