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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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Benefits of Whole Life Insurance

There is no shortage of life insurance policies available. Finding the right one can be challenging if you do not understand the options. One primary point of confusion is the differences between term and whole life insurance. Each offers tremendous value for the policyholder. However, here are a few major benefit of whole life insurance.…

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