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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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Is an Annuity Right for You?
An annuity is a contract that allows you to invest a sum of money with a life insurance...
Types and Features of Annuities
Most people want to live comfortably in retirement. Annuities allow you to achieve that...
The Basics of 529 Plans
A 529 plan, also called a qualified tuition plan, is a tax-deferred savings and...
What Happens When You File a Life Insurance Claim
As the beneficiary of someone’s life insurance policy, you understand that at some...
Choosing Beneficiaries
An important part of applying for a life insurance policy – and maintaining it once it’s...
Purchasing Your First Life Insurance Policy
Life insurance, at its simplest, is a risk management strategy, similar to car insurance...