Life Insurance Basics Life insurance is one of the most important financial purchases an individual can make. In the event of a tragedy, life insurance proceeds can help pay bills, continue a family business, finance a child's education, protect a spouse's retirement plans, and much more. If a wage earner passes away, a family could…
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The Case for Whole Life Insurance
The Case for Whole Life Insurance Important Information Distributions under a life insurance policy (including cash dividends and partial/full surrenders) are not subject to taxation up to the amount paid into the policy (cost basis). If the policy is a Modified Endowment Contract, policy loans and/or distributions are taxable to the extent of gain and…
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Aim With Precision Managing Risk and Return
AIM WITH PRECISION Managing Risk and Return Breaking Down Complexity How do you take a complex idea and create a plan that makes sense to you? Your HD Vest Advisor can work with you to alleviate some of the mystery and help you develop an understanding of some of the core principles of investing. Following…
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Traditional or Roth. Which is right for me?
Traditional or Roth…Which is right for me? With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That's why HD Vest Financial Services® is constantly…
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Fixed Income Investing in a Rising Rate Environment
Fixed Income Investing in a Rising Rate Environment With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly…
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The Power of Dollar-Cost Averaging
The Power of Dollar-Cost Averaging With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That's why HD Vest Financial Services® is constantly seeking ways to…
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Irrevocable Life Insurance Trust
Irrevocable Life Insurance Trust With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking ways to…
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Grantor Retained Annuity Trust
Grantor Retained Annuity Trust With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for over 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking ways to share…
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Dynasty Trust – An Alternative to the Stretch IRA
Dynasty Trust – An Alternative to the Stretch IRA With the ever-changing tax world, it is growing increasingly difficult to know how every piece of legislation or industry update affects clients and impacts their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD…
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Charitable Remainder Trust
Charitable Remainder Trust With the ever-changing landscape of taxes, it is growing increasingly difficult to understand how legislation affects clients and could possibly impact their financial future. As a leader in the financial services industry for the past 30 years, we get it. That’s why HD Vest Financial Services® is constantly seeking ways to share…
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