Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.