Mutually Speaking
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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What Happens When Policy Beneficiaries Are Outdated?
When you purchase a life insurance policy, you are required to designate your policy’s...
Retirement Income Planning Strategies
Retirement typically brings many lifestyle changes, some of which may require a change...
Life Insurance Policy Loans
If you are the owner of a permanent life insurance policy, you may be able to borrow...
What to Consider When Purchasing a Vehicle
Cars are expensive and they start to decrease in value the minute you drive them off the...
DOD Dependent Care FSAs
Dependent Care Flexible Spending Accounts, or Dependent Care FSAs, help military...
Tips for Staying Under Your Basic Allowance for Housing
A Basic Allowance for Housing, or BAH, is a nontaxable allowance paid to servicemembers...