In this risk-off economic environment, no-lapse UL will once again have an outsized role in planning, particularly in wealth transfer scenarios. Our in-house experts can help you demonstrate the efficacy of an IRA Maximization strategy funded by a fully guaranteed insurance product. It’s a straightforward solution to the complex issue of how to transfer an IRA earmarked for the next generation. It also serves to identify the highest and best use for RMDs clients are required to take, as well as making the argument to consider taking distributions before they are required.
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The contents of this document should not be considered as tax or legal advice. Any information or guidance provided is solely for educational or informational purposes and should not be relied upon as a substitute for professional advice. It is always recommended to consult with a licensed financial or legal advisor for specific guidance related to your individual situation.
