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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Beneficiary Planning
Many people associate beneficiaries with life insurance policies, but a life insurance...
Understanding Survivors’ and Dependents’ Educational Assistance
Survivors’ and Dependents’ Educational Assistance (DEA), also known as “Chapter 35...
The Civilian Health and Medical Program of the Department of Veterans Affairs
The Civilian Health and Medical Program of the Department of Veterans Affairs (CHAMPVA)...
The Importance of Fixed Income in Retirement
Retirement income planning strategies have long used “the 4% rule” developed by William...
Two Retirement Benefits of Fixed Annuities
Saving for retirement can be complicated, but it doesn’t have to be. An annuity can do...
Tax Implications of 1035 Exchanges
Typically, when a policy owner withdraws money from or surrenders (cancels) a permanent...