Helping South Texas Residents Plan for Retirement

  • Home
  • Products
    • Annuities
      • Introduction to Annuities
      • Annuity Quote
    • Life
      • Life Basics
      • Permanent Life
      • Term Life
      • Term Life Quote
      • Universal Life Quote
      • Second-to-Die Quote
      • Life Links
      • Glossary
    • Tax Center
      • Frequently Asked Questions
      • Tax Calculators
      • Tax Articles
      • Tax Organizer
      • Tax Forms
      • Tax Publications
    • Long-Term Care
      • Introduction to Long-Term Care
      • Long-Term Care Quote
      • Long-Term Care Information
      • Long-Term Care Guides
      • Long-Term Care Links
  • Client Services
    • Client Services Home
  • Calculators
  • Articles
  • About Us
  • Contact Us

Tax Center

  • Frequently Asked Questions
  • Tax Calculators
  • Tax Articles
  • Tax Organizer
  • Tax Forms
  • Tax Publications

Tax Articles

  • An Introduction to Budgeting
  • Your Personal Financial Statement
  • Traditional Versus Roth IRA
  • Year End Financial Planning
  • Managing Your Assets
  • Taxation on the Sale of Your Home
  • Taking the Mystery out of Capital Gains
  • Gift Tax Fundamentals
  • Tax Aspects of Working at Home
  • Gift Giving Strategies
  • Qualified Plans
This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant. Jack Burrows is licensed as an insurance agent for selling insurance and annuity products. He is not licensed as a registered representative of a Broker-Dealer or an Investment Adviser Representative of an Investment Adviser, and therefore, Jack does not give advice regarding securities or the securities market.
Powered By AgentQuote.com