Can reduce your 401k/qualified plan by as much as 35% to 50%. Do you know how much your 401k will provide in retirement? Would you like to find out?
The TFRA program is Guaranteed to be:
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TEFRA, DEFRA, and TAMRA are three pieces of U.S. legislation that have significant implications for life insurance policies:
These acts collectively impact how life insurance is defined, the calculation of premiums, cash value, and death benefits, and they establish rules to prevent the use of life insurance as a tax shelter. Understanding these rules is crucial for policyholders and agents to avoid adverse tax consequences and to maximize the financial benefits of life insurance policies1.
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