Monthly Archives: October 2024

30 10, 2024

Using Life Insurance as an Investment

By |2024-10-25T13:45:16-07:00October 30th, 2024|Financial|0 Comments

Using Life Insurance as an Investment Life insurance is typically used as a tool to care for your loved ones after you pass. But you can also use life insurance as an investment during your lifetime. You can only utilize whole life and universal life insurance as an investment. This is because they have [...]

23 10, 2024

Types of Retirement Accounts

By |2024-10-22T12:20:40-07:00October 23rd, 2024|Advisory|0 Comments

Types of Retirement Accounts To help you save for retirement there are several types of retirement accounts. These accounts include Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, 401ks and 403b plans. In this article, we will go over the basics of these 6 types of retirement accounts. Traditional IRA IRA stands for Individual [...]

16 10, 2024

Qualified Domestic Trust (QDOT)

By |2024-09-30T14:54:34-07:00October 16th, 2024|Legal Documents|0 Comments

Qualified Domestic Trust (QDOT) A Qualified Domestic Trust, or QDOT, is a special type of trust that you can use for estate tax planning. In this article, we will go over what a Qualified Domestic Trust is and how it works. Marital Deduction Under IRS Section 2056A the surviving spouse is eligible to deduct [...]

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