Trusts to Taxes: Is Your Estate Plan Ready? | Choosing a 721 Exchange | Want to Move to Italy? What to Consider

Four Signs It's Time to Sell a Stock | Fixed Index Annuities as Retirement Tools | Key Items to Evaluate When Choosing a 721 Exchange Created for {EMAIL} | [Web Version]( September 22, 2024 FOLLOW US:  [LinkedIn]( [Facebook]( [Building Wealth]( [Building Wealth]( [SIGN UP](format=multipart) ⋅ [WEBSITE]( [] Investing [] [Four Signs It's Time to Sell a Stock]( [Four Signs It's Time to Sell a Stock]( (Getty Images) There's plenty of advice out there on when to buy a particular stock, but retired CPA Cosmo P. DeStefano writes that developing [a strategy for holding or selling an investment]( is equally important. [] Annuities [] [Fixed Index Annuities as Retirement Tools]( [Fixed Index Annuities as Retirement Tools]( (Getty Images) With so many fixed index annuity products available, each with its own contract terms and varying rates, it's crucial to invest in [an FIA that fits your retirement plan](, according to financial professional Cliff Ambrose. [10 Steps to Create Your Estate Planning Strategy]( Start planning your future with this estate planning checklist. From naming beneficiaries to drafting a will, we cover key actions to take that reflect your goals and values. [READ MORE]( ADVERTISEMENT [] Taxes [] [Key Items to Evaluate When Choosing a 721 Exchange]( [Key Items to Evaluate When Choosing a 721 Exchange]( (Getty Images) A REIT's debt levels, interest rate issues and financial performance are [important factors when decidin](g which DST with a 721 exchange exit strategy to invest in. Real estate investing pro Dwight Kay shares the details. [] Financial Planning [] [Want to Move to Italy? What to Consider Financially]( Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits. Financial adviser Alex Ingrim offers some helpful info about taxes, Social Security benefits and more. [Read More]( [This Billion Dollar Startup Wants to Help You Retire]( This Princeton grad's startup raised $161 million to help people plan for retirement. If you're one of the whopping 110 million Americans over the age of 50, or wisely planning ahead, SmartAsset's no-cost tool can help match you with up to 3 vetted financial advisors. [Learn more]( ADVERTISEMENT [] Estate Planning [] [From Trusts to Taxes: Is Your Estate Plan Ready?]( Leaving a legacy can't be left up to chance. Financial professional Brian C. Large makes the point that you need an estate plan that takes advantage of all the tools available, including possibly an irrevocable trust. [Read More]( [A Tech Stock That is Competitive with Chat GPT]( The AI market is projected to soar from $200 billion in 2023, to a staggering $1.8 trillion by 2030, and this company stands to capitalize on substantial growth opportunities. 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