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. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. When Markets React When markets shift, experienced investors stick to their strategy.