Is your life insurance really tax-free?
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YouTubeRetirement Planners of America
Is your life insurance really tax-free?
Is your life insurance really tax-free? The proceeds are income tax free, but they are not estate tax free. Ken walks through the three tests the IRS uses to decide whether a policy counts in your estate, and why the fix is a trust called the ILIT. Each week we send a short Market Alert: what moved, what it may mean for people close to ...
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