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The Exploding Annuity
Unlike stocks, bonds and many other assets, there is no "step-up in basis" on the gain in annuity contracts. At death, they can explode with income tax.
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Protecting Assets from Medicaid Spend-down
Over half of the population over age 65 will need extended nursing care. Many will "spend down" a lifetime's savings, unnecessarily in most cases.
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Stretch-out IRAs
It is possible, with good planning, that an IRA can stay intact for several generations.
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