Life Insurance in the Retirement Plan

This article presents an estate planner's perspective on the purchase of life insurance inside a client's qualified plan account. Buying life insurance inside a qualified plan as a way to reduce income and transfer taxes otherwise applicable to plan assets is an idea that has been presented to clients and considered by advisors increasingly often in recent years. I believe there is nothing wrong with

This article presents an estate planner's perspective on the purchase of life insurance inside a client's qualified plan account. Buying life insurance inside a qualified plan as a way to reduce income and transfer taxes otherwise applicable to plan assets is an idea that has been presented to clients and considered by advisors increasingly often in recent years.

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