Learn how the Cash Value Accumulation Test (CVAT) determines if a financial product is taxed as insurance or an investment with potential tax benefits.

Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. When it comes to investing, it’s ...

If you’re investing for retirement, where you put your money matters. Retirement accounts offer tax incentives to help you save money on your tax bill and grow your investment accounts. But while ...

One of the primary attractions of MLP investments is the potential for tax-deferred income. Whether you invest in an MLP directly or invest in an ETF that predominately owns MLPs, a good portion of ...

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As a trusted wealth attorney, registered financial planner and tax strategy attorney with clients nationwide, I have spent years helping individuals minimize capital gains tax, particularly through ...