The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's one strategy that combines two different annuities to generate income and rebuild principal.