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Why you Should Keep Life Insurance out of Your Estate

Mar 18, 2020 | Blog, Tax Bites

You bought life insurance to protect your family or other beneficiaries. Here’s how to avoid having the benefits be subject to federal estate tax.

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DISCLAIMER: MidAtlantic IRA, LLC. does not render tax, legal, accounting, investment or other professional advice. If tax, legal, accounting, investment or other similar expert assistance is required, the services of a competent professional should be sought.

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