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WCI #341: How to Surrender One of Those Nasty Indexed Universal Life Insurance Policies

White Coat Investor Podcast

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Tax Implications of Partner Income and Surrendering a Life Insurance Policy

In this chapter, they discuss the tax implications of receiving money as a partner and the limitations of opening a retirement plan as a partner. They also advise on surrendering an indexed universal life insurance policy and offer suggestions on whether to invest in a taxable account or exchange to a low-cost variable annuity.

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