Managing Your Lifestyle The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. A Primer on Irrevocable Life Insurance Trusts Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.