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Howard Kaye Insurance Agency, LLC
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    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us
  • Home
  • About
    • Why Howard Kaye?
    • Why Life Insurance?
    • Advisor’s Difference
    • Creating Wealth
    • Meet the Team
    • Events
  • Strategies
    • Discount Estate Tax Costs Up to 90%
    • Give Away Your Estate Twice
    • Create Your Own Inheritance
    • Selling Your Life Insurance Policy
    • Life Insurance as an Investment Alternative
    • Charitable Gifting Strategies
    • Maximize Your IRA, 401(k), and Annuities
    • Saving Money with Life Expectancy Insurance Strategies
    • Convert Social Security Income into Millions
    • Tax-Free Retirement Income With Life Insurance
    • Guaranteed Lifetime Income Solutions
  • Services
    • Life Insurance Portfolio Review and Stress Test Analysis
    • Estate Planning
    • Legacy Planning
    • IRA Solutions
    • Charitable Gifting
    • Protect Assets with Life Insurance
    • Retirement Income Planning Annuities
    • Portfolio Insurance
    • Life Settlements
  • Media
    • Life Insurance Education Series
    • “Money Matters” CBS 12 TV
    • Die Rich TV with Howard Kaye
    • In Sure Wealth PBS WXEL TV
    • Video Archive
  • Resources
    • Estate Taxes By State 2022 Guide
    • Informational Reports
    • The Ultimate Guide to Transferring Annuities as Tax Efficiently as Possible
  • Blog
  • Contact us

Archives

Author Archive for: "Howard Kaye"
Home » Archives for Howard Kaye » Page 3
 Estate Planning Using 401(k) vs an IRA: What Investors Must Know
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Estate Planning Using 401(k) vs an IRA: What Investors Must Know

Retirement planning funds have become increasingly accessible, with most employers now offering top-tier 401(k) plans that include multiple investment options and contribution matching. [...]

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 Life Insurance Policy Review: A Checklist for Your Annual Audit
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Life Insurance Policy Review: A Checklist for Your Annual Audit

The word audit usually brings to mind the IRS, filing cabinets full of receipts, and the fear that a missed digit on a tax return could cost thousands of dollars in penalties. While one survey [...]

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 Fixed vs. Fixed-Index vs. Variable Life Insurance and Annuities: Which Are Best for Building Wealth?
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Fixed vs. Fixed-Index vs. Variable Life Insurance and Annuities: Which Are Best for Building Wealth?

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 When You Need a Trust to Protect Elderly Relatives and Transfer Wealth
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When You Need a Trust to Protect Elderly Relatives and Transfer Wealth

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 When You Need a Medicaid Planning Trust to Protect Your Assets and Your Health
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When You Need a Medicaid Planning Trust to Protect Your Assets and Your Health

While we have many high net worth clients, some of our clients are middle-class individuals looking to stretch out their retirement savings. The biggest disaster that group often faces is a [...]

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 How ILITs Offer Efficient Wealth Distribution by Preventing Unclaimed Life Insurance Policies
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How ILITs Offer Efficient Wealth Distribution by Preventing Unclaimed Life Insurance Policies

Believe it or not, it’s easy to forget you bought life insurance. In fact, it’s estimated that more than $7.4 billion in life insurance proceeds are unclaimed. Now, considering that the life [...]

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 The Asset Protection Against Judgments and Creditors You Gain from Life Insurance and Annuities
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The Asset Protection Against Judgments and Creditors You Gain from Life Insurance and Annuities

Creditors and judgments are a fact of life, especially if you’re wealthy. The more money you make, the more some people will try to get. A lot of our clients come to us looking to protect their [...]

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 How A Single Premium Immediate Annuities Help Cover Medical Care in Retirement
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How A Single Premium Immediate Annuities Help Cover Medical Care in Retirement

We had a sad situation with one of our clients recently. He was just entering his golden years when he learned that he had a serious illness, the kind that would require around-the-clock medical [...]

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 Buy Life Insurance with Social Security Benefits to Create a Retirement Nest Egg for Your Kids
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Buy Life Insurance with Social Security Benefits to Create a Retirement Nest Egg for Your Kids

Are you at or near the point of qualifying for Social Security benefits? If so, you may or may not need those payments to supplement your other income sources. For many of us, the focus becomes [...]

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 Term vs. Whole and Universal Life: Why Universal Life Is More Efficient for Legacy Planning
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Term vs. Whole and Universal Life: Why Universal Life Is More Efficient for Legacy Planning

Exploring the nuances of life insurance in financial planning? Let’s dive into the differences between Term vs Whole and Universal Life policies. While term insurance serves as a solid [...]

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Recent Posts
  • Howard Kaye Insurance Agency is Proud to be a Sponsor of The Donald M Ephraim Palm Beach Film Festival Presented by MorseLife
    Howard Kaye Insurance Agency is Proud to be a Sponsor of The Donald M Ephraim Palm Beach Film Festival Presented by MorseLife
    January 27, 2023
  • Changing the Way You Buy Life Insurance
    Changing the Way You Buy Life Insurance
    February 15, 2018
  • The 2023 Qualified Charitable Distribution Rules Impacting Your Estate
    The 2023 Qualified Charitable Distribution Rules Impacting Your Estate
    December 14, 2017
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Howard Kaye Insurance Agency, LLC.

2500 North Military Trail
Suite 312
Boca Raton, FL 33431


Contact Us

Call: 800-DIE-RICH
Phone: 561.417.5883
Fax: 561.417.3558

hkaye@howardkayeinsurance.com

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