1035 Exchange: Avoid Taxes On A Surrender Life Insurance Policy For Cash Value

1035 Exchange: Avoid Taxes On A Surrender Life Insurance Policy For Cash Value

One of the biggest mistake Veterans make with their old whole life insurance policies is not realizing that it’s possible that a cash surrender value is taxable. This is completely avoidable because you don’t have to surrender a cash value life insurance policy to get access to your money. In fact, there’s a good reason…

Retired Military Financial Services 2022 | US VetWealth

Retired Military Financial Services 2022 | US VetWealth

Modern Military Retiree Financial SolutionsIt’s Time to Stop Taking Orders. It’s Time to Take Control. Your choices, made with financial expert guidance.As a soldier you have dedicated your life to the service of others. Their protection, security, and freedom. It’s an honor, a privilege, and a sacrifice.But what about those closest to you? What about…