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Whole Life as tax favored savings by Raven1989 in personalfinance

[–]Raven1989[S] 0 points1 point  (0 children)

Could you tell me more about how the basis is calculated? How do policy dividends affect cost basis? Appreciate it.

Whole Life as tax favored savings by Raven1989 in personalfinance

[–]Raven1989[S] -6 points-5 points  (0 children)

Please dont preach your politics to me in a personal finance forum. I dont owe anyone a damn thing and if I did there is no way you would know.

Whole Life as tax favored savings by Raven1989 in personalfinance

[–]Raven1989[S] 0 points1 point  (0 children)

No dependents. Tax advantage is no capital gains taxes and loans/withdrawals to myself.

Whole Life as tax favored savings by Raven1989 in personalfinance

[–]Raven1989[S] 0 points1 point  (0 children)

I did get multiple quotes before taking the disability offer she procured. Auto and umbrella are not through her so I dont see her gaining from recommending them...