Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers activate at the first drops; adaptive cruise control maintains a steady pace; and upon arrival, parking assist gets you into a tight space, no problem.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.