concept-piece-download-30002-leveraging-rmds

Required minimum distributions from a retirement account can be used to fund insurance products – potentially offsetting or even eliminating taxes on the assets. In this case, purchasing a survivorship universal life policy created a 4x return in total legacy with charitable contributions.

Published: September 14, 2022
Tracking Code: 30002
Business Line: Retirement Solutions
Category: Estate Planning & Wealth Transfer
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