How To Aggregate IRAs

In March, 2015, Russell Towers was featured by LifeHealthPro. Towers’ article, “How To Aggregate IRAs”, he discusses how planning for a large balance IRA can offer the possibility of using the after-tax distributions as annual premiums for life insurance or long term care insurance. Sometimes when a client owns multiple IRAs, it can be difficult to manage. Towers explains how the management of distributions from multiple IRA accounts is actually fairly simple.
To read more download a PDF of the whole article here or read it online.