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SmartMoney
Personal Finance:

Taxes

: Life Insurance
Swapping Annuities Tax-Free
The Tax Guy

Swapping Annuities Tax-Free

Tax-free exchanges let you switch to lower-cost annuities, without the tax hit.

Sep 30 2009  |  Topics: Personal FinanceTaxesAnnuityInsuranceIRSLong Term CareTax FilingRetirement
Taxes

Tax-Smart Moves for Life and Disability Insurance

How to reap the benefits of a life or long-term disability insurance policy tax-free.

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