How Can I Reduce Taxes on Variable Annuity Distributions?
February 25, 2022
Question: I own a variable annuity with large gains in the account. My understanding is that when I die my spouse can become the owner
Question: I own a variable annuity with large gains in the account. My understanding is that when I die my spouse can become the owner
Question: With respect to your recommendation that executors of estates or trustees of trusts sell stock holdings after the death of owner of the assets,
Question: Can I pay for my parents’ nursing home cost with MY traditional IRA? Should I? Response: Yes, you can use any of your resources
Question: We set up an irrevocable trust last year with our daughter, age 50, as beneficiary and trustee. The asset was an apartment building in
Question: My husband is 77 and I also will be 77 in five days. What if we pulled all our money out of my husband’s
Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s
When you get a job with benefits, you may well be offered a 401(k) plan or life insurance, or both. Even if you’re just
Question: I would like to leave my 401k, IRAs, etc. to my family in the Philippines. What is the best and easiest way to do
Question: I am a divorced 60-year-old man. I will pay child support for about the next nine years. I have four children ages 13 to
Consumers are often confused about the difference between estate and financial planning, and for good reason. Even professionals in these fields may use these terms