investment gains

Be A Smart Investor

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When you meet with a financial advisor, they always tell you to look at the stock market and your investments over the long term. Often, a number tossed around is that a mutual fund you invest in today will return around 10% or more over the long haul, even if it has smaller returns or … Read more

Do a Tax-free 1035 Exchange of Your Old Annuity for a New One

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If you have an old deferred annuity but feel that a new deferred annuity will serve you better, you can exchange the old one for the new one tax free. But you better consider if you’re really better off doing so. That’s what this article is about. You can exchange one annuity for another, but … Read more