Life Insurance comes in many varieties, from relatively simple term policies to more complex whole or permanent policies. Some of these permanent policies include a cash value component. With cash value, a portion of your life insurance policy is invested and may accrue interest over time. Depending on the terms of your policy, you may
Life Insurance: What is Cash Value? Read More »
The first thing to know about NUA—even before knowing what the initials stand for—is that it is a tax trick for reducing the tax you pay in retirement. While it does not work for everyone, it can be particularly useful for ExxonMobil retirees. NUA stands for “Net Unrealized Appreciation”. If that means nothing at all
How to Think about NUA Read More »
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