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Purchasing Life Insurance with Qualified Funds:

What You Need to Know

Many financial professionals encourage their clients to diversify their retirement assets from a tax perspective. Some consumers are being asked to consider taking a taxable distribution of qualified plan money to buy cash value life insurance. But is this a good idea?

In this free guide, you’ll learn:

  • Federal income tax rules of qualified plan distributions
  • Three buckets of tax diversification
  • Information about modern permanent life insurance policies
  • And much more!

Download our free guide today to see if this strategy is right for you!