Life insurance strategies could help wealthy families remove assets from their estates while acting as the collateral for loan financing and a source of tax-free distributions. Processing Content ...

The main point of life insurance is to provide financial support for your loved ones after you pass away. But life insurance offers various tax benefits including ones that you can take advantage of ...

A 7702 plan, also called a Section 7702 plan, is a privately issued, standalone life insurance policy. Learn how it differs from typical retirement plans.

Wealthy clients whose income excludes them from some familiar retirement plans have another choice for money later in life, one that offers distinct tax advantages but requires care in setting up. A ...