Help Clients Maximize IRA Distributions to Increase their Legacy and Control

With IRA assets topping $9.3 trillion in 2018,1 chances are you have clients that may benefit from enhancing their stretch IRA strategy with life insurance. Our newly updated IRA maximization spotlight page is a resource that can help you explain how repositioning IRA assets inside a life insurance trust may help your clients:

• Minimize taxes while maximizing their legacy.
• Control distributions.
• Transfer assets outside of their estates.