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: April 18, 2022
Tracking Code: 70055
Business Line: Advanced Planning
Category: Estate Planning & Wealth Transfer
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