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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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How to Calculate Your Life Insurance Needs
When it comes to protecting your family with life insurance, there is no magic formula...
What Happens When a Life Insurance Policy Owner Passes Away?
When people think about life insurance, they typically only think about the death of the...
Common Life Insurance Policy Strategies
Life insurance can be complicated – as with saving for retirement, there is no single...
Understanding Owned Assets
Experts suggest that you need 80% of your pre-retirement income level to live...
What You Need to Know about Required Minimum Distributions
The closer you get to retirement, the more you might start hearing about required...
Understanding Loaned Assets
There are different types of monetary assets to consider when it comes to creating a...