Inherited IRA: Mistakes to avoid
Beneficiaries of an inherited IRA can avoid costly mistakes by knowing the rules.
Insurance, Annuities, and Investments
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Is life insurance taxable? FAQs you need to know
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
The changing notion of a family and its unique financial needs
There’s no place for one-size-fits-all financial advice. Different types of families have different needs.
Life insurance premium options: Which one is right for you?
Life insurance policies can have a range of premium choices. And there are advantages and disadvantages to each.
Fix your mix: Asset allocation
A diversified portfolio can help mitigate risk and offer some gain/loss balance to your holdings.
8 tax breaks for married couples
Some couples may be able to claim bigger deductions and lower their tax rate after "I do."
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
How whole life insurance helps diversify your taxes
A permanent policy can provide a tax-advantaged source of funds when needed.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
Section 162 executive plans: The bonus that keeps on giving
A compensation program that uses life insurance to entice and keep key executives at your company.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
5 steps to performing a midyear financial plan review
Time to see if your saving and spending plans are on track or need a course correction.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
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