Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Redefining Retirement Planning Millennials are redefining retirement planning.