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Episode 46: Should Fred cash-out his life insurance policy?
Published 8 months, 2 weeks ago
Description
Fred’s got a big decision on his hands: Should he cash out his life insurance policy or keep it in place?
In this episode, Scott explains how life insurance cash values work, the tax implications of a surrender, and the factors to consider before making the call.
We’ll look at when cashing-out might make sense, when it could be a costly mistake, and how to align the decision with your overall financial plan.
Get on our phone calendar, for free, at TuckerRetirement.com.
In this episode, Scott explains how life insurance cash values work, the tax implications of a surrender, and the factors to consider before making the call.
We’ll look at when cashing-out might make sense, when it could be a costly mistake, and how to align the decision with your overall financial plan.
Get on our phone calendar, for free, at TuckerRetirement.com.