Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.