Advanced Sales September 2017 Blog

Creating an Inherited IRA Legacy Plan with Life Insurance Funded by After-Tax Distributions

With the recovery of the equities markets after the economic downturn of 2008-2009, it is common for successful business owners, professionals, and other individuals to have more than $1,000,000 in their IRA account. Many of these IRA owners have multiple sources of income as they approach their retirement years. These sources could include continued earned […]