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 to Do When a Loved One Passes Away
When a loved one passes away, it may be difficult to think in terms of action items. The...
Advantages of Purchasing Life Insurance When You Are Young
Life insurance is rarely a concern to those who are young, healthy, single, and without...
Five Things You Might Not Have Known About Life Insurance
There is an old proverb that tells the two best times to plant a tree. The best time was...
Whole Life Versus Other Permanent Life Insurance Products
Purchasing permanent life insurance coverage is a big step for many. While permanent...
Six Common Retirement Planning Mistakes
Having a fun, relaxing, and comfortable standard of living in retirement is one of the...
Retirement: Focus on Social Security
One big question about Social Security is “When should you start taking Social Security...