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Private Annuity

This post was originally published on this sitePreviously, when you sold or transferred your business interest during your lifetime (e.g., at your retirement), use of private annuity funding allowed you to spread any capital gain from your sale over your life...

Investment theme du jour: don’t overthink it

This post was originally published on this siteThe widespread belief that the stock market just wants to go up is conflicting with the prospect of higher-for-longer rates. iStock-1532106083 Markets and finance thrive on sounding clever. But over nibbles and wine at a...