New Phone Extensions: Starting Tue. 5/21, please discard any four-digit extensions and contact your team for updated info.
concept-piece-download-7005-ira-max

Clients who wish to leave assets to their families should consider IRA Legacy Maximization. To use this strategy, clients must be sure they won't need the IRA for retirement. The owner establishes an individual life insurance trust (ILIT) with distributions to fund the life insurance.

Published: January 17, 2023
Tracking Code: 70055
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
Share
Free Download