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Fighting the Seduction of "Success"

The Stacking Benjamins Show

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Do Nothing Plan

Marco Rubio's plan to put no money in his death benefit is "clearly wasting money," he says. The IRS will punish him if he crosses a line that allows the policy to be used as a tax-shelter, but not too much. He should try and find a way to get back on this modified endowment contract line instead of just leaving it alone.

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