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2. The Senate is targeting life-insurance policies that allow ...

   www.aol.com/senate-targeting-life-insurance...

   The richest of the rich can use life insurance to avoid estate and income taxes. Private-placement life insurance is perfectly legal — unless a new bill passes. A financial advisor tells BI how ...

3. How Can I Avoid Taxes on Life Insurance Proceeds? - AOL

   www.aol.com/avoid-taxes-life-insurance-proceeds...

   Continue reading → The post How to Avoid Taxes on Life Insurance Proceeds appeared first on SmartAsset Blog. The average cost of settling an estate varies, but a complicated estate could push ...

4. 1035 Exchange: How To Exchange an Annuity or Life Insurance ...

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   If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. ... Avoid Taxes: The primary benefit of a 1035 exchange is saving on taxes when ...

5. Life insurance tax shelter - Wikipedia

   en.wikipedia.org/wiki/Life_insurance_tax_shelter

   In those jurisdictions where life insurance proceeds are only tax-free at death, tax liabilities that come due at death are often offset by a policy of the same size. Since the mathematics required to compare different strategies is quite complex, most consumers defer to an accountant or life insurance agent for advice. However, there is often ...

6. Life insurance trust - Wikipedia

   en.wikipedia.org/wiki/Life_insurance_trust

   (This assumes that the aggregate value of the estate plus the life insurance is large enough to be subject to estate taxes.) [3] To avoid estate taxation, some insureds name a child, spouse or other beneficiary as the owner of the policy. There are drawbacks to having insurance proceeds paid outright to a child, spouse, or other beneficiary.

7. 12 Tax Breaks That Allow The Rich To Avoid Paying Taxes - AOL

   www.aol.com/tax-tricks-loopholes-only-rich...

   7. Buy Whole Life Insurance. You ordinarily associate life insurance policies with the need to provide for your dependents if you die. A secret strategy that the wealthy take advantage of is ...