How Life Insurance Can Turn An IRA Into A Legacy
September 30, 2020 by Laura Coleman
Many high net worth clients will transfer wealth to the next generation from their individual retirement accounts. When clients learn they have overfunded their retirement accounts, they realize that all or part of those accounts will be left to their heirs. Preserving and protecting these hard-earned assets is the main goal.
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Originally Posted at InsuranceNewsNet on September 28, 2020 by Laura Coleman.
Categories: Industry Articles