Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met expectations, or the client may have purchased policies without fully understanding the product or their insurance needs. The solution to an insurance problem too often involves being sold a new policy or doing nothing. This typically happens when clients rely on an…

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About the Author:

Bruce Hyde is a partner, Chief Compliance Officer and Wealth Advisor at Round Table Wealth Management. Read Bruce's Biography >