Diego purchased a UL policy nearly $10$ years ago. Unil now, he never had the means to pay much more than the minimum premium.

The value of the policys accumulating fund was $$2,100$ on the policy's $7$th anniversary, $$2,600$ on the $8$th anniversary and $$2,800$

on the $9$th anniversary. The fund's current value is $$3,200.$

Diego's father died recently. Diego would like to invest part of his inheritance in his UL policys investmen fund. His life insurance agent warns him that under the anti$-$dump in rule, his policy could lose its tax exempt status if he makes a large lump$-$sum deposit.

On the policy's $10$th anniversary, the anti$-$dumpin rule would be triggered if the accumulating fund reaches $($or exceeds$)$ what value?

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Contents

V EXAMPLE

Lori ours a $20\%$ interest in a tumess copenion tai she

to$-$her daughter, Oie, when ste dies. The shars vaner

cost bese $(406)$ o $5100,000$ and a fai naket ve

so t she dies today tis wald rest i a sote va

cakuatsd as $(1500,000-$ S$102002)$ x $52\%)$

It her marginal tau rode & $50\%,$ tis wold esit i $$125,002$ l be estate varoot pay ta ine ta

exther, then ber Exes hor void be for sd ta sal s

This wil be explored further in the Serbor

$$5,250.$

$$6,500.$

$$7,000.$

$58,000.$