beneficiary
529 Plans: A Complete Guide to Funding Future Education
529 plans are tax-advantaged accounts meant to fund your kids’ educations. This article covers all 529 plan details, from basic to complex.
Can an Inherited IRA Be Rolled Over?
If you inherit an individual retirement account (IRA) from a spouse, you can treat it like your own IRA or roll it over into a traditional IRA you already have. If you are the beneficiary of an IRA inherited from … Continue reading →
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Final Expense Life Insurance: What You Need to Know
Also known as burial or funeral insurance, final expense life insurance is a variant of whole life insurance designed to cover a single expense after the policyholder passes away. Often aimed at seniors, these insurance policies have reasonable monthly premiums but generally pay much smaller death benefits than term life insurance policies. What is Final […]
Final Expense Life Insurance: What You Need to Know is a post from Pocket Your Dollars.
How do Life Insurance Companies Make Money?
Life insurance seems like a pretty good deal. You pay $30 a month for 20 or 30 years and in the event of your death, your family gets a sizeable cash sum, often in excess of $250,000. Every 12 seconds someone dies in the United States and these deaths occur across all demographics (although the […]
How do Life Insurance Companies Make Money? is a post from Pocket Your Dollars.
Per Stirpes vs. Per Capita in Estate Planning
When creating an estate plan, one of the most basic documents you may wish to include is a will. If you have a more complicated estate, you might also need to have a trust in place. Both a will and … Continue reading →
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