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SUBSCRIBE NOWAfter age 65, retirees can use HSA funds for any purpose without incurring a penalty.
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Here are some ideas to help pursue a life of financial freedom.