Taxes

Life insurance policies can have a range of premium choices. And there are advantages and disadvantages to each.

Sometimes paying a mortgage during retirement can be financially viable.

It’s up to you to keep track of your nondeductible IRA contributions, lest the IRS tax you twice.

The current estate tax exclusions and income tax brackets will sunset by 2026. Here’s what to consider.

Both simple and complex rules can affect how much Uncle Sam takes when money from an annuity is distributed.

Many expats are unaware that any U.S. insurance they own, particularly permanent life insurance, may not be treated the same, tax-wise, as it would be if they still lived in the United States.

For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.

Inflation-based adjustments to retirement contributions, tax deductions, and more tax-code adjustments are coming. Find out what to expect.

Various financial or retirement aims can be accomplished, depending on timing and the type of annuity involved.

Beneficiaries of an inherited IRA can avoid costly financial mistakes by knowing the rules.

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

The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

Do you want to retire outside the U.S.? This checklist can help you plan for how to access your money, get health care, create a budget, and follow tax rules.

A diversified portfolio can help mitigate risk and offer some gain/loss balance to your holdings.

Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.

Don’t let tax surprises ruin your overseas retirement. Learn what tax rules you need to consider as part of your moving abroad financial plan.

Higher marginal tax brackets, standard deductions, and retirement contribution limits could work to your advantage in 2024.

Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.