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1In addition to a spouse, minor children of the deceased, those who are disabled or chronically ill, and those who are not more than 10 years younger than the deceased, such as a sibling, can also access this lifetime benefit. Source: IRS.gov, accessed Jan. 2022
2The rate of return was based on the historical average return of a 50%bond/50%stock was 9.3% from 1926-2021. Source: Vanguard
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