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Taxes

Time to see if your saving and spending plans are on track or need a course correction.

Mid-year financial check up

Swapping life insurance for long-term care options can be a possibility.

Understanding 1035 exchanges

Retirement rule changes are being considered by Congress. Here are three areas to look at.

Congress’ retirement rule changes and you: 3 points

Be strategic to lower your tax bill in retirement.

A less taxing retirement

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

Non-citizen marriage traps

Health savings accounts let you put away pretax dollars for medical expenses.

HSA basics

Learn how to retire early without paying penalties on retirement account distributions before age 59½.

Early retirement penalties

Opportunities to offset prior-year income and capture credits are available until the April deadline.

Last minute tax tips

Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe. 

Overpaying taxes

From credits to write-offs, parents have opportunities to lower their tax liability.

6 tax breaks for parents

Don't leave credits and deductions for your 2018 taxes on the table.

Overlooked tax breaks

Changes in tax law regarding alimony will likely make financial planning for divorce more complex.

Alimony tax changes and effects

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

Retirement plan contribution limits

For some retirees life insurance may provide a useful option to supplement income.

Insurance and retirement

Strategies that can potentially help lower your 2018 tax bill. 

Year end tax tips

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Avoiding probate

Sometimes paying a mortgage during retirement can be financially viable. 

Retire

Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary. 

Tax and life insurance FAQs