PODCAST: Have You Heard of the 770 Account?
We have all heard of the 401(k) retirement account. Many others are familiar with the 529 college savings plan. But have you ever heard of the 770 account for creating tax-free income in retirement? Today, we discuss this little known provision in the IRS tax code with returning guest and long-time financial advisor, Mike Mitchell.
Why a Single Person Needs Life Insurance
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Single people with no children often don’t need life insurance because no one is relying on their income. But there are some reasons why you might need life insurance if you’re single.
Cash Value Life Insurance: A Unique College Savings Tool
Cash value life insurance can be a helpful tool in preparing for what can potentially be one of the largest expenses of your lifetime: college tuition.