Most people choose any of the above types for their non-qualified savings because of the power of tax deferral. If you buy a DIA and choose to start getting income payments 15 years from now ...

Picture this: You've just sold your investment property for a tidy profit. You're feeling pretty good about yourself, ready to celebrate your financial savvy with a well-deserved vacation.

As the Circuit Breaker program is designed to prevent people who are “house rich, cash poor” from being kicked out due to indigence, McCay argues the deferral program still provides relief, while ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

Deferred annuities offer powerful tax advantages. While annuity tax rules aren’t too complex, understanding them and properly naming beneficiaries assures you’ll get the maximum tax advantage.

LANSING, MI – A pair of Republican lawmakers are working to reinstate a tax deferral program for elderly and low-income residents while allowing necessary infrastructure work to continue in ...