A federal gift tax return must be filed if any gifts you made during the calendar year were other than:
- Gifts to your U.S. citizen spouse
- Gifts to a political
Let's face it--in today's world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face
You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right one difficult. It's
Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as "403(b) plans or "tax-sheltered annuities," have become
Answer:
If you're asking this question, you probably have a 401(k) or other retirement plan through a former employer. The short answer is yes--most retirement
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you
Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source
Which type of life insurance is better--term or cash value? Insurance buyers have been asking this question for generations. When choosing between these two
If you have a lot of debt, you're not alone. Today, more and more Americans are burdened with credit card and loan payments. So whether you are trying to
Running out of income is a primary concern for most retirees. Immediate annuities offer a financial alternative to help meet retirement income needs by
Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential
How much life insurance do you need?
Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your