Skip to main content

Legacy IRA Strategy

Would you like to learn more?

Request a Call

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.



Want to join our team? Contact Us Now