It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Life insurance proceeds are generally tax-free. But not in all cases.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.