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  • 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

Blog

Home » Blog » Page 2
 Tax-Sheltered Annuity Benefits: What Investors Must Know (and Advisors Won’t Tell You)
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Tax-Sheltered Annuity Benefits: What Investors Must Know (and Advisors Won’t Tell You)

Clients often approach us seeking advice on how to choose from the dozens of financial products that are available for retirement. The second half of this question is often, “…and which products [...]

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 Is Life Insurance Taxed? What Investors Must Know for Estate Planning
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Is Life Insurance Taxed? What Investors Must Know for Estate Planning

Clients routinely inquire about whether their life insurance policy will bring an additional tax burden to their loved ones. In fact, how to avoid such a burden is an issue that I frequently [...]

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 The Advantages of Life Insurance vs Annuity Death Benefits for Wealth Transfer
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The Advantages of Life Insurance vs Annuity Death Benefits for Wealth Transfer

Clients often ask me about the role of their annuities in legacy planning. There is a wide range of options available for creating an annuity, including some with death benefits, so it is [...]

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 Are Life Insurance Proceeds Subject to Estate Tax?
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Are Life Insurance Proceeds Subject to Estate Tax?

Over 200 years ago, Benjamin Franklin said, “In this world, nothing can be certain except death and taxes.” Unfortunately, this is as true today as it was in 1789, with the rules governing taxes [...]

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 Can a Tax-Deferred Annuity Plan Be Used for Estate Planning?
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Can a Tax-Deferred Annuity Plan Be Used for Estate Planning?

A recent survey found that 23% of Americans in the last year have increased the amount that they’re saving for retirement. Young adults appear to be the biggest savers, which means that they’re [...]

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 The Pros and Cons of Life Insurance as an Investment Alternative for Estate Planning
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The Pros and Cons of Life Insurance as an Investment Alternative for Estate Planning

If you’re over the age of 25, you probably have a pretty good recollection of the last recession—and how it eliminated $2.7 trillion from retirement accounts in 2008. I speak to clients every day [...]

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 Can I Buy an Annuity Online or Without an Agent?
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Can I Buy an Annuity Online or Without an Agent?

The internet has become the primary channel for consumers to obtain goods and services over the past twenty years, with the population as a whole becoming increasingly comfortable shopping [...]

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 The Benefits of an IRA Qualified Charitable Distribution for Estate Planning
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The Benefits of an IRA Qualified Charitable Distribution for Estate Planning

A majority of high net worth households—up to 91 percent—donate to charity. That’s compared to just 59 percent of the total population, according to research from the Indiana University Lilly [...]

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 Why Multigenerational Legacy Planning Is Crucial for Strategic Wealth Management
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Why Multigenerational Legacy Planning Is Crucial for Strategic Wealth Management

Ensuring a lasting legacy is the goal for many clients who seek the advice of financial advisors, but many legacy planning strategies fall short in accounting for the complexities of [...]

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 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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Howard Kaye Insurance Agency, LLC.

2500 North Military Trail
Suite 312
Boca Raton, FL 33431


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Call: 800-DIE-RICH
Phone: 561.417.5883
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