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If your client serves in the armed forces or has a loved one who does, there is a unique benefit available to heirs of active military you should know — in case the worst happens.
The life-insurance proceeds received by beneficiaries of military members, who die while serving, can be directly rolled over into a Roth IRA or Coverdell Education Savings Account. It can be done regardless of contribution limits and provides access to tax-free investment growth and withdrawals down the line.
Kerri Anne Renzulli is a contributing writer for Financial Planning.
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