Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Insurance, Annuities, and Investments
Blog Listing
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.
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.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
The vanishing alimony tax deduction and divorce planning
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
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.
The executive bonus that keeps on giving: Insurance
An executive bonus plan is a way to reward key employees using life insurance.
Previous Page Page 2 of 2 Next Page