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When it makes sense to relocate an IRA to a life insurance policy | podcast

May 05, 2023 · 13 min listen

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When financial planning, moving funds from an IRA to a life insurance policy can sometimes be a strategic move worth considering. In this AICPA PFP Section podcast episode, Bob Keebler, CPA/PFS, looks at scenarios in which such an approach might be beneficial, especially for clients concerned about federal and state estate taxes. Keebler explores estate tax planning, tax arbitrage, and a Roth conversion to take advantage of tax-free growth. Further financial planning resources related to this podcast are available to

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Topics

Personal Financial Planning

Subtopics

Estate Planning
Retirement Planning
Tax Planning
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