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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.