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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Military Spouse Money Resources
A military spouse plays a vital role in maintaining their family’s finances. When...
Understanding the GI Bill
The GI Bill was first signed into law by President Franklin D. Roosevelt in 1944 to...
The Survivor Benefit Plan and a Disabled Child Beneficiary
The Survivor Benefit Plan (SBP) provides a monthly income annuity to named beneficiaries...
Do Veterans’ Benefits and Military Retirement Pay Count as Income?
Tax season has people all over the country reviewing their finances and organizing their...
Converting Term to Permanent Insurance
Term and permanent life insurance can play different roles in your insurance strategy....
Life Insurance and Taxes
Nothing is certain except death and taxes – except when it comes to life insurance. In...