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Of course, the best option would be to be able to roll a lump sum into an IRA, but I suppose you can't do that. There are a number of books in the library that address your problem. Ones by Ric Edelman and Suzy Orman come to mind.

You really need to go through the calculations to determine if you would come out better taking the 11% cut, or buying your own first-to-die policy using after-tax money, with a face value that can generate enough income to make up the shortfall.

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