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Lección 12
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3 methods head-to-head.
Tu situación
Current CV
Basis (premiums paid)
Amount needed
Death benefit
Años in policy
Marginal tax rate
12%
22%
24%
32%
37%
Comparar 3 methods
Comparison
Policy Loan
$0
Tax immediate
$0
Int 5%/yr
—
DB reduced
—
Policy status
✓ Intact
Partial Withdrawal
$0
Tax-free
—
Taxable
—
Tax owed
—
DB reduced
—
Full Surrender
$0
Surrender charge
—
Taxable gain
—
Tax owed
—
Policy
✗ Cancelled
Best method
—
Notas:
Consult CPA para specific implications.
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