Leveraging RMDs to Maximize Wealth Transfer
Published: July 21, 2021
Tracking Code: 30002
Business Line: Retirement Solutions
Category: Estate Planning & Wealth Transfer

Required minimum distributions from a retirement account can be used to fund insurance products – potentially offsetting or even eliminating taxes on the assets. In this case, purchasing a survivorship universal life policy created a 4x return in total legacy with charitable contributions.

Free Download