Resources to make tax season clearer

Frequently- Asked Tax Questions

You've spent years planning for your family's wellbeing and now it's time to capitalize on your assets. Whether you're taking distributions from an IRA or tapping equity from a whole life policy, you're generating a taxable event that you must plan for.

Our FAQ section addresses common tax questions related to policies, distributions, conversions and many other topics.

Keep in mind each person's tax situation is unique: make sure to review your state, local and federal tax codes. Regulations change often, so keep yourself informed. Call your legal or tax advisor for more in-depth information.

Form 1099 Questions

Form 1042-S Questions

RMD and IRA Questions

Form 5498 Questions

Other Questions

Additional Tools