Articles by Peter Longo
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Reposition Assets for Tax-Efficient Wealth Transfer
If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.
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Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
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Important Planning Considerations: Insurance & Long-Term Care
While saving, investing, and generating income in retirement are critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?
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Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
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Don’t Overlook This Hidden Retirement Risk
After working so hard to save for retirement, it’s important to be aware of potential risks that arise when you stop earning and start withdrawing. This article explores some solutions you may consider to help protect your retirement income from sequence of returns risks.