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The Capital Gains Trap When Selling the Family Home
Long-time owners who sell can owe surprise tax on gains beyond the $250,000/$500,000 exclusion — and a spouse's death can cut that exclusion in half.
Michele L Albohn260IUL vs. Traditional Retirement: The Power of Flexibility
Indexed Universal Life (IUL) offers tax-free growth, uncapped contributions, and liquidity that 401(k)s, Roth IRAs, and 529 plans cannot match.
Matthew Wood281
