Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have A Question About This Topic?
Life insurance proceeds are generally tax-free. But not in all cases.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.