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Myth: Life Insurance is NOT Taxable
insurance The reality is that life insurance is treated as an asset in your estate. And if the payout pushes your estate past federal or state estate tax exclusion limits, it could trigger a hefty estate tax bill. If this is a concern, you may want to consider an irrevocable life insurance trust.
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New Tax Rates Could Provide Push to Help Defuse Your 'Tax Time Bomb'
taxes If 401(k)s and IRAs make up the majority of your retirement savings, with today's lower tax rates, it could make sense to steer more of your money into Roth accounts or properly structured and funded life insurance policies.
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Why I Love My Whole Life Insurance Policy
life insurance While they may not be for everyone, I feel like buying a whole life policy was one of the best financial planning decisions I ever made.
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Smart Life Insurance Strategies for Young Buyers
insurance Buy the right life insurance plan now to avoid scrambling to find coverage later.
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What to Do When Your Term Life Insurance Is Expiring
insurance Many families are discovering that a 20-year term for a life insurance policy isn’t enough.
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5 Financial Tips for New Parents
retirement In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
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What to Do with an Old Life Insurance Policy
insurance Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it?
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How to Tell If Your Life Insurance Is on Track
insurance If it's been a few years since you signed on the bottom line, dust off that policy and see if it still makes sense for you by answering these four questions.
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When 'Rules of Thumb' for Life Insurance Aren't Appropriate
insurance If you are one of these three types of people, going by the usual insurance "rules" could cause you to buy too much coverage, not enough coverage or the wrong type of policy.
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