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 Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.