How Much Life Insurance Do You Really Need? | Pros and Cons of a 721 Exchange to Defer Taxes | 5 Considerations for Muni Bonds if Tax Cuts Sunset
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[] Insurance
[] [How Much Life Insurance Do You Really Need?](
[How Much Life Insurance Do You Really Need?]( (Getty Images)
Financial planner Andrew Rosen provides an example of what life insurance coverage would look like, [with actual dollar amounts](, for a hypothetical family with a mortgage and student debt. [] Real Estate
[] [Pros and Cons of a 721 Exchange to Defer Taxes](
[Pros and Cons of a 721 Exchange to Defer Taxes]( (Getty Images)
721 exchanges, or UPREITs, can be an excellent [tax mitigation strategy for real estate investors](, though they’re not perfect for everyone. Real estate investing expert Daniel Goodwin explains advantages and disadvantages. [Overly Invested in Equities? Consider This Alternative](
Generate attractive tax-advantaged income and long-term capital appreciation that provides diversification away from the broader stock market. The CRE Income Fund pays an annual 10% dividend yield and is a long-term strategy that returns over $25,000 for every $10,000 invested and compounded annually over the next ten years. [READ MORE]( ADVERTISEMENT [] Bonds
[] [5 Considerations for Muni Bonds if Tax Cuts Sunset](
[5 Considerations for Muni Bonds if Tax Cuts Sunset]( (Getty Images)
Tax rates are set to revert to 2017 levels after 2025. Financial professional Daniel S. Close writes that now is the time to revisit your strategy for municipal bonds and [plan for optimized portfolio adjustments.]( [] College
[] [3 Reasons You Need a 529 Plan (and 2 You Don't)](
Tax benefits and a Roth IRA feature make 529 college savings plans attractive, but they're not a one-size-fits-all option. Financial planner Shane W. Cummings offers some pros and cons. [Read More]( [Why Private Equity Could Transform Your Retirement](
Private equity offers more than just an alternative investment option—it could be the key to transforming your retirement. Dive into the reasons why private equity might redefine how you plan for the future. [LEARN MORE]( ADVERTISEMENT [] Retirement Planning
[] [Ways to Create a Stronger Retirement Income Plan](
Financial professional Tyler Jones recommends trying to focus on what you can do to help ensure a more confident retirement for you and your spouse rather than despairing over a lack of retirement savings. [Read More]( [This Billion Dollar Startup Wants to Help You Retire](
This Princeton grad's startup raised $161 million to help people plan for retirement. If you're one of the whopping 110 million Americans over the age of 50, or wisely planning ahead, SmartAsset's no-cost tool can help match you with up to 3 vetted financial advisors. [LEARN MORE]( ADVERTISEMENT [] RELATED KIPLINGER ARTICLES WE THINK YOU'LL ENJOY
[] [A private equity fund bought your accounting firm: Now what?](
As private equity moves into the financial services space, clients should be proactive and not afraid to push for the answers they need.
[Why some financial planners avoid tax planning](
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
[Pension mistakes can last a lifetime: How to avoid them](
Which pension option is right for you? To avoid costly mistakes, here are four key factors to consider. From building wealth for a secure retirement or investing wisely in any market to money-saving tax planning and much more – [sign up to explore more free e-newsletters here.]( ABOUT KIPLINGER
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