Understanding 1099-R and Life Insurance Surrender Options
Discover how 1099-R forms affect life insurance surrender, tax implications, and explore alternatives like life settlements for better financial outcomes.
Do You Pay Tax on Viatical Settlements?
Find out whether you have to pay taxes on viatical settlements and under what conditions these payments might be tax-exempt.
Understanding Your Taxes on Life Settlements in 2024
Navigate the tax implications of life settlements in 2024 with our comprehensive guide, from cost basis to capital gains.
Is Your Life Insurance Settlement Taxable?
Discover the tax implications of life insurance settlements. Ensure financial peace with our clear guide on navigating potential taxes on settlements.
Understanding Life Settlement Tax Implications
Learn how life settlement transactions are taxed, including basis, gains, and the impact of new legislation, to better advise your clients.
5 Options to Afford Assisted Living Costs
Discover five options to manage the costs of assisted living, including insurance benefits and life settlements, to make informed financial decisions.
Maximizing Returns: Evaluating Enhanced Cash Surrender Offers
Learn how to assess enhanced cash surrender offers from your life insurance provider to ensure you’re maximizing the value of your policy.
4 Signs Your Policy Should Be Sold
Learn the four major signs that it’s time to sell your life insurance policy, from soaring premiums to needing more retirement funds.
Understanding Tax Implications for Viatical Settlements
Explore the tax treatment of viatical settlements and learn when they’re considered taxable income or exempt for terminally or chronically ill individuals.
