Taxes & Insurance

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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

Disability insurance can provide you with income if your earnings are reduced by illness or injury. However, disability policies are …More

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)

Trading Places to Avoid Taxes (Published: August 21, 2014)

Insurance Issues for Parents of Students (Published: June 19, 2014)