When it comes to estate planning, why leave behind less when you can leave behind more?
One client had $500,000 in traditional accounts.
He decided to do what I call a strategic rollout, got his taxes over and done with, and repositioned the net $300,000 into a properly structured, max-funded IUL.
When he passed away, his children got an income-tax-free $1.5 million in life insurance, instead of the $300,000 they likely would have inherited from his traditional accounts, after taxes.
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