Turning 72? Required minimum distributions explained
The rules for calculating your withdrawals and strategies that may help you mitigate tax implications.
Insurance, Annuities, and Investments
Blog Listing
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
3 ways to financially prepare when an election looms
No one can tell exactly what will happen or change, but there are ways to prep.
3 ways to manage capital gains tax bites
Retirement accounts and deferred tax financial products are possible solutions.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
How to avoid moving into a higher tax bracket
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
4 tax moves to consider before filing your return
Opportunities to offset prior-year income and capture credits are available until the coming deadline.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Taxes and life insurance – FAQs
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.
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
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.
3 points to know about the SECURE Act's retirement rule changes
Retirement rule changes are going into effect. Here are the essential areas to look at.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
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