Top of the Morning: Life insurance as part of a broader legacy plan
About this episode
The episode discusses using IRA distributions to fund life insurance as part of a broader legacy plan.
Traditional IRAs can be powerful retirement savings vehicles, but they may not always be the most tax-efficient asset for beneficiaries to inherit. Ainsley Carbone and Justin Waring join to discuss one strategy that may help address that challenge - using IRA distributions to fund life insurance as part of a broader legacy plan. Host: Daniel Cassidy
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