Taxes & Insurance

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Deciding on Travel Insurance

Published: December 1, 2010

Travel insurance can protect against the loss of non-refundable costs such as airfare, hotel bills, and tour expenses. Other types …More

Keep Liability Coverage on Your Car

Published: November 2, 2010

To protect your assets from a possible lawsuit after an accident, make sure your auto insurance policy has three types …More

Drawing Down Retirement Accounts

Published: September 28, 2010

Many retirees will have a taxable investment portfolio as well as money in a tax-deferred account such as an IRA. …More

Deferring Taxes with an Annuity (Published: September 3, 2010)

Shining Light on Illustrations (Published: August 10, 2010)

Winning the Waiting Game (Published: July 7, 2010)

Using Insurance to Provide for Parents (Published: June 9, 2010)

Explore Shared LTC Coverage (Published: May 19, 2010)

Tax-Free Trades with Annuities (Published: April 15, 2010)

When Home Improvements are Deductible (Published: March 4, 2010)

Understanding Terms of a Disability Policy (Published: February 3, 2010)

Protections for Policyholders (Published: January 13, 2010)

Real Estate Exchanges (Published: December 14, 2009)

Donating Unneeded Life Insurance (Published: November 17, 2009)

Investment Losses and IRAs (Published: November 17, 2009)

Safe and Sound with Living Benefits (Published: November 17, 2009)

Charity and the Home (Published: August 1, 2009)

Using Donations to Avoid Taxes (Published: June 1, 2009)

Donating a Life Insurance Policy (Published: May 1, 2009)

Examine Life Insurance Options (Published: April 1, 2009)

Strategies for Investment Properties (Published: March 1, 2009)

IRA Distribution Strategies (Published: February 1, 2009)

Tax Implications of Down Market (Published: December 1, 2008)

Benefiting from Investment Losses (Published: November 1, 2008)

Tax Considerations of Mutual Funds (Published: October 1, 2008)

Tax Advantages of Life Insurance (Published: September 1, 2008)

Turning Personal Need into a Deduction (Published: August 1, 2008)

Life Insurance for the Long Term (Published: June 1, 2008)

Tax-Effective Charitable Giving (Published: April 1, 2008)

A Short Checklist For Long-Term Care Insurance (Published: March 1, 2008)