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How to Avoid Paying Taxes on an Inherited Annuity

While you can’t avoid paying taxes on an inherited annuity, here are a few things you can do to minimize them.

How To Reduce Social Security Taxes In Retirement

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

What is an Annuity Illustration?

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

Five Most Overlooked Tax Deductions

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

Have These Financial Conversations During the Holidays

Ah, the holidays… an annual time of food, fellowship, and fun with family, friends, and loved ones. Everyone returns home and catches up on

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