Taxes & Insurance | FEDweek's Retirement & Financial Planning Report

Thursday, March 21st, 2019

Reducing Taxes in Taxable Accounts

Published: March 14, 2019

In order to reduce the tax you pay on mutual funds held outside of your IRA, in a taxable account, …More

An Option for an Unneeded Life Insurance Policy

Published: February 21, 2019

If you reach age 65 with a life insurance policy you no longer need—because the circumstances you were insuring against …More

A Review of Life Insurance Needs

Published: January 17, 2019

To determine how much life insurance you’ll need: 1. Project major expenses. Do you expect to send your children to …More

Long-Term Care Insurance with a Plus (Published: December 20, 2018)

Using Insurance to Make Up for Charitable Donations (Published: November 6, 2018)

Extending Favorable Tax Treatment on Inherited IRAs (Published: October 3, 2018)

Know What You’re Buying if Purchasing Insurance Online (Published: September 6, 2018)

Deciding How Much Homeowner’s Insurance You Need (Published: August 15, 2018)

Watch Out for Tax Bite on Mutual Funds (Published: July 26, 2018)

Insuring and Investing at the Same Time (Published: June 21, 2018)

Choosing Among Life Insurance Options (Published: May 17, 2018)

Shopping for Disability Insurance (Published: April 24, 2018)

Key Points for Long-Term Care Insurance Purchases (Published: March 22, 2018)

Limiting the Mutual Fund Tax Bite (Published: February 15, 2018)

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TSP	L Income	L 2020	L 2030	L 2040	L 2050	G Fund	F Fund	C Fund	S Fund	I Fund
Last 12 mo	2.97%	2.76%	2.62%	2.47%	2.34%	2.93%	3.32%	4.66%	6.96%	-5.05%
YTD	2.64%	3.62%	7.02%	8.36%	9.53%	0.43%	1.00%	11.48%	17.20%	9.32%
Feb	0.80%	1.06%	2.00%	2.36%	2.68%	0.20%	-0.06%	3.21%	4.98%	2.55%