Category: Insurance Planning
Posted on May 26, 2017
Taxation of Insurance Payouts by Product: A Quick Reference
Insurance products are incredibly complex. The policies can have documentation longer than most novels, filled with legal jargon, caveats, restrictions, riders, hidden fees, and a host of other variables that can at times make your mind spin. And those are …
Posted on April 13, 2017
Want to get an extra $7.75k in your IRA?
It’s possible. Only it isn’t an IRA. It’s a Health Savings Account (HSA), available to anyone who is subject to a high-deductible healthcare plan ($1.3k individual/$2.6k family; out-of-pocket limits also apply) outside of Medicare and Medicaid. The details …