Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Here's one strategy that combines two different annuities to generate income and rebuild principal.

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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and what they may mean for investors.