To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if you take one before age 59½, a 10% federal…
More than a benefit for loved ones you leave behind, a life insurance plan can supplement other retirement strategies in various ways, including acting as a source of emergency cash,…
You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions — what are the next steps and what…
When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies have two things in…