Avoid the Social Security Tax Trap

In the good old days Social Security was tax free. But times have changed, and now many taxpayers can expect to see at least a portion of their Social Security income make its way onto the taxable income line of their 1040s

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Policy Valuation: The Key to a Thriving Secondary Market Business

The secondary market for life insurance was responsible for transferring more than $12 billion in face value in 2008 according to industry estimates.  Every one of these transactions began with a simple policy valuation recommended by a proactive advisor.

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