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V2.8 TransTerm

Leveraging TRA 2010's Two Year Gifting Window


The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (TRA 2010 or the Act) temporarily extends most of the provisions of the Bush-era tax cuts. Because it is set to expire on December 31, 2012, the Act creates a two-year window to take advantage of its provisions. Following is a discussion on the Act's wealth transfer provisions with suggestions on how they could be used to encourage life insurance sales.


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