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    Product R + D

    Try This Multi-Generational IRA Strategy for Clients With IRA Assets

    by Chris Vance April 3, 2018
    written by Chris Vance

    Updated October 6, 2023, at 11:22 AM

    Do you have clients who are under the age of 70 ½ who own an IRA, but have no desire to take withdrawals from their qualified accounts until the IRS forces them to begin their required minimum distributions (RMDs) at age 70 ½?

    Do you have clients who are 70 ½ and retired who only take distributions from their IRA because they must? Do they anticipate leaving what’s left in their qualified accounts like their IRAs to their kids when they pass?

    If you answered yes to those questions, then you should help your clients consider a multi-generational strategy for your clients’ IRA assets.

    Continue Reading

    April 3, 2018
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  • Product R + D

    Term to Perm Life Insurance Without Backsliding

    by Chris Kite September 19, 2017
    by Chris Kite September 19, 2017

    Updated August 16, 2023, at 10:15 AM As part of Life Insurance Awareness Month, let’s look at the question of whether you should get term or permanent (perm) life insurance. Actually, you …

    5 FacebookTwitterPinterestEmail
  • Product R + D

    It’s a Wonderful Life (Income)

    by Chris Kite September 7, 2017
    by Chris Kite September 7, 2017

    September is Life Insurance Awareness Month. It’s also time for a financial rendition of a classic Hollywood film. Remember (if you’re not a millennial), the 1946 drama, It’s a Wonderful Life? The main …

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