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Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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When to Review Your Life Insurance Policy
When you buy a life insurance policy, it’s tempting to “set it and forget it.”...
Five Situations That Indicate a Need for Life Insurance
According to LIMRA’s 2021 Insurance Barometer Study, 39% of insured individuals wish...
Four Life Insurance Mistakes to Avoid
Life insurance protects your family from feeling the full financial impact of one’s...
Is One Life Insurance Policy Enough?
Military members are automatically enrolled in Servicemembers’ Group Life Insurance...
Understanding the WA Cares Fund
The WA Cares Fund is a new mandatory long-term care insurance benefit for workers in...
What Happens When You File a Life Insurance Claim
As the beneficiary of someone’s life insurance policy, you understand that at some...