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Life insurance isn’t taboo. It’s a creative tool

Life insurance isn’t taboo. It’s a creative tool | Insurance Sales | Scoop.it
Whether it be for providing cash during retirement or making meaningful donations after you’re gone, life insurance is an extremely valuable tool in tax and estate planning
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Roth IRA Withdrawals: The Exceptions Can Be as Important as the Rules

Roth IRA Withdrawals: The Exceptions Can Be as Important as the Rules | Insurance Sales | Scoop.it
Dear Carrie, I'm thinking of taking a distribution from my Roth IRA. What do I need to know? Are there any taxes or penalties? --A Reader
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What Are the Income Limits Where I Forfeit Social Security Benefits? | Fox Business

What Are the Income Limits Where I Forfeit Social Security Benefits? | Fox Business | Insurance Sales | Scoop.it
Image source: www.401kcalculator.org .
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Paying Income Tax on Social Security Benefits

Paying Income Tax on Social Security Benefits | Insurance Sales | Scoop.it
Whether or not you'll be required to pay federal income tax on your Social Security benefits will depend on your income and filing status.
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7 Life Surprises that Require an Emergency Fund - US News

7 Life Surprises that Require an Emergency Fund - US News | Insurance Sales | Scoop.it
When you get laid off or your car breaks down, an emergency fund can come to the rescue.
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Don't Make This Medicare Mistake - Consumer Reports

Don't Make This Medicare Mistake - Consumer Reports | Insurance Sales | Scoop.it
If you're age 65 and get laid off, sign up for Medicare right away, or you may get stuck with some expensive medical bills. Consumer Reports health experts explain why.

Via Mike Gattorna
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Avoid Inheriting the Debts of Your Closest Relatives

Avoid Inheriting the Debts of Your Closest Relatives | Insurance Sales | Scoop.it
Many people assume they can be haunted by their loved ones' debts. Life insurance is necessary in some cases, but don't pay for what's not.
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Dispelling myths about annuities

Dispelling myths about annuities | Insurance Sales | Scoop.it
Even an advisor with 21 years in the industry is amazed at the misconceptions the public has about annuities.
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5 Really Cool Retirement Calculators

5 Really Cool Retirement Calculators | Insurance Sales | Scoop.it
Technology is changing the way we manage our money. So called robo-advisors have automated saving and investing, calling into question the value of high cost investment advisors....
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Northwestern MutualVoice: The Benefits Of Buying Life Insurance When You're Still Young

Northwestern MutualVoice: The Benefits Of Buying Life Insurance When You're Still Young | Insurance Sales | Scoop.it
The Millennial generation (people born between 1977 and 1995) is putting off traditional milestone events to a later point in their lives than preceding generations—buying a first home, getting married or starting families.
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3 Costly Mistakes You Are Making on Life Insurance

3 Costly Mistakes You Are Making on Life Insurance | Insurance Sales | Scoop.it
Too many people do not have adequate life insurance coverage. And the ones who do are not getting the best coverage at the best premiums, either.
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Three Strategies for Retirement

Three Strategies for Retirement | Insurance Sales | Scoop.it
Whether retirement is thirty years from now or three, it's important that you know what your options are for maximizing your nest egg and making it last as long as possible. Over the past few month...
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Social Security Update: New Rules for Claiming Benefits

Social Security Update: New Rules for Claiming Benefits | Insurance Sales | Scoop.it
With two useful strategies taken off the table, many couples may have to rethink how they plan for their retirement income
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Life Insurance Advice For Small Business Owners - Fincyte

Life Insurance Advice For Small Business Owners - Fincyte | Insurance Sales | Scoop.it
Life insurance Policies for small business owners are very important. When a person dies unexpectedly, it impacts not just the business but also his/her
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Forbes Welcome

Forbes Welcome page -- Forbes is a global media company, focusing on business, investing, technology, entrepreneurship, leadership, and lifestyle.
Rito Capetillo's insight:
It's never too early!
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Northwestern MutualVoice: What You Should Know About Social Security If You're Divorced

Northwestern MutualVoice: What You Should Know About Social Security If You're Divorced | Insurance Sales | Scoop.it
When it comes to Social Security, there are lots of strategies you can use to maximize your monthly benefits.
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Never Planning To Retire? Watch For These Social Security And Tax Traps

Never Planning To Retire? Watch For These Social Security And Tax Traps | Insurance Sales | Scoop.it
The Social Security and tax laws hold hidden traps and rewards for the growing army of well-off folks who just keep on working.
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Why Indexed Universal Life Insurance Can Be a Good Retirement Investment

Why Indexed Universal Life Insurance Can Be a Good Retirement Investment | Insurance Sales | Scoop.it
Indexed universal life insurance policies can serve as another investment option in your retirement portfolio and allow you to accumulate cash on a tax-deferred basis.
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How to Maximize Social Security for Your Retirement

How to Maximize Social Security for Your Retirement | Insurance Sales | Scoop.it
Investors who are ready to retire should start considering when they should begin claiming their Social Security. Here's what you need to know.
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Term vs. whole life: Why rent if you can afford to own? | LifeHealthPro

Term vs. whole life: Why rent if you can afford to own? | LifeHealthPro | Insurance Sales | Scoop.it
This four-step, side-by-side comparison will ensure your clients have the right coverage in place.
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How to Insure Your Retirement Like You Do Your Car (Almost)

How to Insure Your Retirement Like You Do Your Car (Almost) | Insurance Sales | Scoop.it
Insurance companies do not offer retirement portfolio insurance, but there are ways that you can hedge against calamity with your retirement accounts.
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Your Boss Could Make Money If You Die — And You Might Not Even Know

Your Boss Could Make Money If You Die — And You Might Not Even Know | Insurance Sales | Scoop.it
It's called "dead peasant" insurance.
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