Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

 

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Tax Deductions You Won't Believe

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Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Bucket Plan to Go with Your Bucket List

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Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.