Practice Finance

Life insurance proceeds paid to an irrevocable life insurance trust may escape estate taxation if the trust owns the policy and you have not retained any incidents of ownership, such as the right to change the beneficiary.

For more than a decade, most teaching hospitals in the United States and some individual taxpayers, including medical residents, have had refund claims pending with the IRS.

Term and whole life are the two basic categories of life insurance, but there are several subcategories within each.

The estate tax will come back into effect on January 1, 2011.

Discover whether there's a rule requiring a 401(K) deposit by a certain date.

The proposed use of immediate annuities seems to be gaining popularity as a cure for battered retirement funds.

Starting in 2013, the Medicare tax will increase from 2.9% to 3.8% for couples earning more than $250,000.

Learn about exemption for regular and Roth IRAs.

Understand more about the exemption from Social Security tax and how it interacts with the Medicare tax.

Choosing primary care over a specialty career costs physicians an estimated $2.7 million in potential lifetime earnings and wealth, according to an analysis.

An estate is liable under a lease.

If individuals convert their Roth IRAs in 2010 and opt to recognize the income in 2010, then they may wish to be careful to pay 110 percent of their 2009 tax liability over the course of 2010 through withholding or estimated payments.

It is possible for Congress to pass legislation taking away an anticipated benefit such as income-tax-free treatment of Roth IRAs.

If risk of lawsuits is significant and if you have a large balance, you may be better off leaving your money in a 401(K) plan as long as it covers employees.

You should review your portfolio balance once a year.

Consider certain variables when deciding whether to prepare your own taxes or to have it done.

An IRS rule limits how much highly compensated employees contribute to qualified retirement plans relative to non-highly compensated employees.

Disability companies are competing for your business again.

Fear of inflation is one of the leading topics among clients currently.

Whether you should rent or buy a place to live while you're a resident or on short-term assignment depends on the length of the position and whether you have long-term plans to stay in the area when it's finished.

Most people should consider purchasing term insurance.

If a borrower consolidated his or her school loans while still in school, then the borrower is eligible to reconsolidate those loans with loans that were obtained after the original consolidation.

If the retirement plan offers an employment match in which you will be vested when you finish your residency, you may want to consider contributing.

Paying off student loans is addressed

Owning a second home is a common goal for many families.

Book on managing money is addressed

Investment options are addressed

Estate planning are addressed

Nearly 90 percent of Americans agree that financial stress can negatively affect one's health, according to a Harris Interactive study.

403(b)s are addressed