Printed from: www.JuanBGonzalez.com
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Printed from: www.JuanBGonzalez.com
|
How long will my current life insurance proceeds last?
Taxable vs. tax-advantaged savings?
What are the tax advantages of an annuity?
Will I save money if I pay my premium in a lump sum
or in installments?
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.