Cash Value Policy To Supplement Retirement Plan

Sequence of returns can sink a retirement plan. Timed withdrawals from a life insurance policy's cash value create a tax-advantaged pool of money, insulated from market volatility, so clients can turn off withdrawals from qualified retirement plans following years of negative returns.

Published: January 17, 2023
Tracking Code: 70056
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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