Fred’s got a big decision on his hands: Should he cash out his life insurance policy or keep it in place? 

In this episode, Scott explains how life insurance cash values work, the tax implications of a surrender, and the factors to consider before making the call. 

We’ll look at when cashing-out might make sense, when it could be a costly mistake, and how to align the decision with your overall financial plan.

Get on our phone calendar, for free, at TuckerRetirement.com.