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Annuities

These financial tools can provide lifetime income in retirement. Annuities are offered in different forms. Immediate annuities, for example, provide guaranteed income right away and continue monthly payments for your lifetime. Deferred annuities grow tax-deferred and can provide income later in life.

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Medicaid Planning and Asset Protection

Learn about the limited ways that you may protect your assets from spend-down requirements, including irrevocable, testamentary and special needs trusts.

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