Are you sick of owning a whole life insurance policy?

[jfoxcpacfp]

Then see the Doctor's Dilemma I just posted: How to ditch an insurance policy you don't want. This technique works for annuities, too.

[The White Coat Investor]

Has anyone ever heard of the Step Doctrine being applied to that? Or is it just this fear that sits out there like the one with the Backdoor Roth.

[jfoxcpacfp]

The White Coat Investor wrote:

Has anyone ever heard of the Step Doctrine being applied to that? Or is it just this fear that sits out there like the one with the Backdoor Roth.

Click to expand...

It's one of the residents of that mortuary of all the potential things that can go wrong in the tax and investing world.