Life insurance can be a valuable addition to your estate plan if you’re interested in leaving a death benefit behind for your loved ones. Some life insurance policies also offer the opportunity to ...
The IRS has issued a private letter ruling on I.R.C. §§72, 101, 408, 1031, 1035, 7702, and 7702A clarifying the federal tax treatment of a universal life insurance contract with ...
The recent appropriations bill (H.R. 133) and COVID-19 relief provisions, signed into law on Dec. 27, 2020, included a significant change to the interest rate assumptions underlying Internal Revenue ...
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