See the tax advantages and downsides.

Learn more about how taxes apply to life insurance proceeds and when you do (and don’t) have to pay taxes on life insurance.

Taking out a loan against your life insurance policy does not count as taxable income. Learn how a taxable event occurs if ...

Variable life insurance is a permanent life insurance policy with an investment component. Learn more about how it works and ...

There’s a common misconception that life insurance is only useful after someone dies. But modern policies can offer powerful ...

Unfortunately, the SECURE Act of 2019 made it more difficult for the beneficiaries of IRAs and other retirement accounts to ...

Heckerling experts warn advisors about policy management risks and tax traps that can derail permanent life insurance strategies ...

With current estate-tax rules set to expire at the end of next year, life insurance could help heirs to some high net worth clients avoid bigger costs and payments to Uncle Sam in the future.