Taxes & Insurance

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Watch Out for Tax Bite on Mutual Funds

Published: July 26, 2018

Many mutual fund investors (and investors in general) send a good portion of their profits to the IRS as well …More

Insuring and Investing at the Same Time

Published: June 21, 2018

If you need life insurance, one strategy you might consider is to do your investing inside a variable life insurance …More

Choosing Among Life Insurance Options

Published: May 17, 2018

What kind of life insurance should you buy? There is no “right” answer but if you know the different kinds, …More

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

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

FEGLI Optional Coverage Gets Costly After Age 50 (Published: March 7, 2018)

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

Proper Handling of Retirement Plans (Published: January 18, 2018)

Variable Universal Life Policies Can Be Worth a Look (Published: December 18, 2017)

Capturing Tax Benefits on Investments (Published: October 26, 2017)

Weighing Your Insurance Beneficiary Options (Published: September 21, 2017)

Life Insurance Provides Tax Advantages, Too (Published: July 27, 2017)

Surrendering a Life Insurance Policy (Published: May 4, 2017)

What Happens if You Assign FEGLI Policy (Published: February 7, 2017)

Moving Money among IRAs (Published: October 31, 2016)

The Pros and Cons of Selling Off a Policy (Published: June 14, 2016)

Tax-Free Income from Vacation Homes (Published: May 5, 2016)

Disadvantages of Long-Term Care Insurance (Published: March 31, 2016)

Surviving the Lien Years (Published: January 14, 2016)

How to Hold Down Social Security Taxes (Published: November 19, 2015)

Rely on Records (Published: October 1, 2015)

Insurance on Children at College (Published: August 31, 2015)

How to Pare Your Property Tax (Published: July 16, 2015)

Limiting Your Property Taxes (Published: April 23, 2015)

Keeping Your Investments Balanced (Published: March 5, 2015)

Managing Mortgage Debt (Published: February 12, 2015)

Using Insurance as a Donation (Published: January 1, 2015)

Avoiding the ‘Wash Sale’ Rule (Published: December 18, 2014)

Special Rules for IRA Withdrawals (Published: November 13, 2014)

Tax Wins From Investment Losses (Published: September 18, 2014)