Gifting and Life Insurance

I hope you enjoyed last week’s video “Charitable Remainder Trusts” In case you missed it and need a refresher on exactly what exceptions you can seek to protect your loved ones, click here to watch that video again.

This is the sixth video in my series “How IRA Owners Can Beat the New Death Tax – Video Series,” I discuss how Gifting and Life Insurance will help protect your family and your finances from the SECURE ACT.

In each subsequent video, I do a bit of a deep dive into one of the peer-reviewed and proven strategies from the book.

Anyone with a significant IRA or retirement plan owes it to their loved ones to learn more about the strategies I discuss in this video series. And, if you are one of my subscribers who has not been following my emails and webinars on the SECURE Act, watching this first video would be a great place to start.

Stay tuned next week for the next video in the series.

Gifting and Life Insurance are another amazing way to protect your wealth from the dreaded SECURE Act.

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