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Ep 45: All About MEC's, 1035 Exchanges and Life Insurance Taxation with David McKnight

September 11, 2019
The IRS has a test called the seven pay premium test. It basically states that it’s possible to put too much money into a life insurance policy. If you fail that test than any loans that you take from your life insurance policy get treated differently. Traditionally, if you obey the rules of the IRS...

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