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Do you have a pension or annuity that’s producing income you don’t need? A lot of people do because they don’t realize they can take that income and turn it into a tax-free, multi-million-dollar [...]

“If I don’t want the money, why do I have to take it?” This question was posed by one of our clients after he received a required minimum distribution (RMD) notice in the mail. He had more than a [...]