Mailbag: Life Insurance, Housing Decisions & Handling Extra Income
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When it comes to retirement, every financial decision counts- but some are more complicated than others. In this episode, Eric tackles listener questions about three real-life retirement scenarios. First, he explains what happens when you want to adjust or cancel a life insurance policy with cash value, and why doing it the wrong way could trigger an unexpected tax bill. Then, he helps a listener weigh whether moving closer to a friend (even at a short-term loss) might still make sense for…
The skinny
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