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Posts Tagged ‘Retirement Planning’

How Pension Maximization Works for You

It’s not a new concept, though some retirees haven’t heard of it. But pension maximization is a viable option when it comes time to choose a payout method when one retires. Never heard of it? Read on to discover how pension max works for you. So how does pension max work? When a person is set to…

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Irrevocable Trusts: Living and Testamentary

A trust is a financial arrangement that allows a grantor (the creator of the trust) to transfer assets to a trustee (the manager of the trust) to hold for beneficiaries (the receivers of the assets). An irrevocable trust is, quite simply, a trust that cannot be changed or revoked once it is created. If you create an irrevocable living…

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