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Retirement Daily Learning Center: How to Read Your Permanent Life Insurance Policy's In-force Ledger

Retirement Daily Learning Center: How to Read Your Permanent Life Insurance Policy's In-force Ledger

Brant Steck, a vice president with BUI, explains how to read your permanent life insurance policy's in-force ledger.

Working Longer Solves (Almost) Everything: The Correlation between Employment, Social Engagement and Longevity

Ask Bob: What Impact Does a Paycheck Have on Social Security Benefits and Taxes?

The retirement earnings test applies only to people below normal retirement age (NRA). Social Security withholds benefits if your earnings exceed a certain level, called a retirement earnings test exempt amount, and if you are under your NRA.

trustee and family

Why You Should Consider a Professional Trustee

Selecting a family member as trustee instead of retaining a professional trustee can lead to heartbreaking problems.