Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals Life Insurance Strategies for Today’s Tax Challenges
April 30 @ 12:30 pm - 1:30 pm
For many retirees and pre-retirees, the largest pool of assets may be in tax-deferred IRAs, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn, at which time, the withdrawn funds are taxable.
Combined with the recent changes of the SECURE Act, which eliminated the stretch IRA for most beneficiaries, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide:
death benefit protection,
a plan for future taxes,
inheritance outcomes, and…
long-term value for clients and their families.
This session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment.
Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used, in whole or part, with consumers.
For many retirees and pre-retirees, the largest pool of assets may be in tax-deferred IRAs, which can create problems down the road. Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn, at which time, the withdrawn funds are taxable.
Combined with the recent changes of the SECURE Act, which eliminated the stretch IRA for most beneficiaries, a new approach may be worth considering. Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide:
This session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment.
Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used, in whole or part, with consumers.
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