Using Life Insurance as an Investment
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 [...]
Types of Retirement Accounts
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 [...]
Qualified Domestic Trust (QDOT)
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 [...]
5 Tips to Help You Survive an Audit
5 Tips to Help You Survive an Audit Finding out you are the subject of an audit can be stressful and scary. But there is some basic information that can help make this process easier. In this article, we [...]
Deferred Annuity
Deferred Annuity A deferred annuity is a contract you make with an insurance company. In exchange for paying over a sum the insurance company promises to pay you regular income payments at a future date. This is opposed to [...]