Determine your potential long-term care needs and how long your current assets might last.
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What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.