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Analysis: Democrats’ discord undercuts Obama estate tax push
Divisions among Democrats are undermining President Barack Obama's push to raise the U.S. estate tax on inherited wealth, just weeks before the arrival of the…
How to make the most of charitable tax breaks
When megastorm Sandy devastated parts of the Northeast, people raced to help: They donated money by text and credit card, scoured their closets for items…
Without fix, alternative minimum tax could hit 28 million taxpayers: IRS
Some 28 million Americans including some in the middle class would face an unintended tax hike if a U.S. tax aimed at ensuring the wealthy…
What if I don’t have the money to pay the IRS for back taxes?
The IRS is aware that taxpayers continue to struggle five years after the U.S. economy sunk into recession. The slow recovery means that many people…
Q&A: What is using cash value life insurance for retirement savings?
One of the more popular uses for cash value life insurance is to save for your retirement. Cash value life insurance refers to a wide…
Q&A: What is tax-planning with life insurance?
Life insurance can help you achieve various goals. Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Tax planning…
Choosing a beneficiary for your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of…
Q&A: What is a life insurance trust and why should I consider establishing one?
A life insurance trust is a trust that has the power to purchase life insurance policies on the person who establishes the trust (the grantor),…
