1035 Exchange

1035 Exchange Rules and Ideas: The IRS allows you to exchange an insurance contract for a new life insurance contract insuring the same person without paying tax on the investment gains earned on the original contract. This can be a substantial benefit. This is governed by Section 1035 of the…

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401(k) Investment Alternative

Tax Free Retirement Plans Here's what's scary about the current method of saving in this country:  The government controls mainly all traditional "tax deferred" qualified plans like your 401k's, IRA's, SEP IRA's and other like plans and can change the rules at any time.  Meaning, they can raise taxes or…

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