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Life Insurance Planning after the SECURE Act
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Guest Expert: 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 planni...

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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.