Legacy IRA Strategy
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Under current tax law, money inherited through an Individual Retirement Account (IRA) or qualified plan may have earlier and higher tax consequences than ever before. This may result in a tax burden for heir(s) that could take a significant bite out of the legacy one intended to leave behind.
With proper planning and the use of permanent life insurance, it’s possible to convert IRA assets into an after-tax, and potentially larger, tax-free inheritance for heirs.
These materials have been developed to help you discuss the options available for Legacy IRA.
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