When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
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A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Here's a breakdown of how the federal government spends your tax money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.