Purchase life insurance in qualified retirement plans: myths and realities

Article Abstract:

The author discusses tax consequences of purchasing life insurance from qualified retirement plans, such as income and estate taxes and ERISA issues.

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If the estate tax is repealed

Article Abstract:

The author discusses the possible impact of repealing the estate tax on advanced sales life insurance.

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A life insurance investment that may be too good to be true

Article Abstract:

The author examines the pros and cons of a tax savings insurance investment using charities as the purchasing vehicle for life insurance policies.

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