Ashley Donohoe is a personal finance writer, Financial Planning and Wealth Management Professional and Certified Financial Education Instructor based in Cincinnati. She covers banking, loans, ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The differences between qualified and non-qualified ...

Understanding the tax implications of annuities is key when planning for retirement. Annuities, and their tax benefits, are often misunderstood by clients but also by the financial advisers and ...

With taxes and dividend income, seasoned investors have learned the special qualified dividend treatment can increase their after-tax return. They tend to find some dividend-paying stocks and mutual ...

A non-qualified mortgage is a loan that doesn't follow the underwriting standards of the CFPB. Read on to find out why that matters.

A non-qualified annuity is a type of investment product that lets your money grow tax-deferred until you start taking withdrawals. Unlike qualified annuities, which are funded with pre-tax dollars ...