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Financial Advice on Surrendering Paid-Up Life Insurance & Removing Ex-Fiance's Name from Mortgage Deed
The hosts provide guidance on cashing out a paid-up life insurance policy and the tax implications involved, recommending putting the money into a Roth IRA. They also explain the process of removing an ex-fiance's name from a shared mortgage and deed after a breakup, involving refinancing and using a quit claim deed form.
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