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Dealing With Government Bonds A Complicated Process
What are the tax consequences when someone dies and leaves a series E government bond that has matured, not redeemed? ...more
January 31, 2008
In Good Health? Then Annuities May Be For You
Baby boomers are quitting the work force, so Wall Street's going to work. Its latest pitch: "payout" mutual funds that provide retirees with regular income. These funds come on the heels of a slew of new income-generating insurance products, including immediate-variable annuities, "longevity insurance" annuities and tax-deferred variable annuities with living benefits. ...more
December 9, 2007
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