Stretch IRA – Wealth Transfer with Life Insurance
Do you have clients that are 70 or older who are required to take minimum distributions from their IRAs? Are their retirement plan balances greater than what they can use during their lifetime? Even though these retirement plans may be excellent vehicles for building and distributing money for lifetime retirement needs, they are not ideal wealth transfer vehicles. Download this solutions piece and learn the role that life insurance can play increasing wealth for the next generation.
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