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When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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Many parents are concerned about the well-being of their children as they navigate the digital landscape.
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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.