Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Chinese legend says that the Jade Emperor determined the order of animals in the zodiac by calling a race. The Rat and the Ox were in tight competition — until they arrived at a swift river. The Rat charmingly convinced the Ox to carry him across. But when they landed on the other side, the Rat leapt off the Ox and dashed across the finish line first.
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.