Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are two certainties in life: death and taxes, or so it’s been said. While the thought of filing taxes may not fill you with delight, for many Americans, receiving a tax refund could be the mini financial windfall they need to get back on track with financial goals that may have gone awry during the year.
Life insurance proceeds are generally tax-free. But not in all cases.