5 Ways Life Insurance Can Boost Clients’ Retirement Plans
July 6, 2022 by Ed McCarthy
The Setting Every Community Up for Retirement Enhancement (or Secure) Act has made IRAs a less convenient vehicle for estate planning, sending advisors looking for other tax-friendly ways to pass wealth to heirs.
Life insurance is one such option, and Secure Act-proofing an estate plan isn’t the only benefit it can provide a retired client.
Click HERE to read the full story via INN
Originally Posted at ThinkAdvisor on June 28, 2022 by Ed McCarthy.
Categories: Industry Articles