Design an IRA Legacy Plan with Life Insurance

In May 2015, InsuranceNewsNet published “Design an IRA Legacy Plan with Life Insurance”, written by Russell Towers. Towers discusses a concept known as the “inherited IRA legacy plan”, which can provide a larger after-tax inheritance for the family. After-tax RMD’s are allocated to an annual premium for a no-lapse universal life or no-lapse survivorship universal life insurance policy.
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