Much press coverage has been done on the new “529” savings plans as a vehicle for tax-free accumulation of money for college funding, and yes these … [Read more...]
IRA Beneficiary Selection
Every week, more than 28,000 people reach the age where they must begin to take mandatory IRA distributions. When the IRS “simplified” the IRA … [Read more...]
Life Insurance - You Don’t Need to Die to Get Paid
Many life policies offer accelerated benefits (often called living benefits) that pay off during the life of the policy owner. Those benefits are … [Read more...]
Retirement Advice on Senior Life Insurance
Perhaps you have come to retirement, have no dependents, and now feel senior life insurance coverage is unnecessary for you. You may be right. … [Read more...]
Charitable Annuities - Income for Life Plus Tax Breaks
Charitable organizations are only too glad and willing to give you money if you render them some help. That's right, they will give YOU money. This … [Read more...]
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