As long as the deferred annuity meets certain requirements, the value of the annuity deposit will no longer be included in the value of your IRA or 401(k) for required minimum distribution calculations.
The U.S. Census Bureau reports 86.6% of the population had health insurance in 2013. Learn more in this week’s Insurance Tip.
There are options available that could allow you to move your money out of the variable annuity and into a less volatile, fixed annuity product without triggering tax consequences today.
If you are terminally ill, you have the option to sell your life insurance policy for a lump-sum cash payment. Learn all about Viatical Settlements in this week’s Insurance Tip.
Should you die, your survivors may be eligible for government benefits, including Social Security Survivor Benefits. Read more in this Insurance Tip.
Cash value life insurance comes in many flavors, all with different features. Read all about them in this week’s Insurance Tip.
In today’s Marietta Daily Journal, explore your options if you have significant gains in your variable annuity. Read the article
September is National Life Insurance Awareness Month. We discuss some of the basics – Contractual Obligations in this week’s Insurance Tip.
If you are self-employed your life insurance needs also need to consider your business financial obligations. Learn more in this Business Tip.
Own an 1880s Victorian home? You likely need specialized homeowner’s insurance. Learn more in this week’s Insurance Tip.
