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Bianca Chavez

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Making Indexed Universal Life Part of Your Tax-Saving Plan

Key Takeaways Indexed Universal Life (IUL) insurance offers significant tax benefits, including tax-deferred growth and tax...
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The Benefits of Donating Annuities to Charitable Causes

Key Takeaways: Utilizing annuities for charitable donations can provide significant tax relief and support for philanthropic endeavors.Understanding the mechanics of charitable gift annuities can help
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Choosing Between Fixed Annuities and Fixed Index Annuities in 2024

Key Takeaways: Fixed Annuities offer guaranteed returns and are suitable for conservative investors seeking stability.Fixed I...

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