media:remote_video:d7a92bc7-2edc-49cf-8752-21efe2315a10
Life Insurance Planning after the SECURE Act
Presented by Scott Bishop, CPA/PFS, CFP®, STA Wealth Management
While the SECURE Act eliminated the Stretch IRA, it reaffirms the value of life insurance as a tax-friendly vehicle for clients who desire to transfer money after death.
Listen to financial planning thought-leader Scott Bishop for a fresh look at options clients with IRA-based estate plans should consider for using life insurance to help them meet their goals.
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