Let clients know how they may be impacted by the elimination of stretch IRAs for many beneficiaries. It was a strategy for deferring traditional IRA and qualified plan distributions, particularly for non-spouse beneficiaries, and allowed them to spread their tax liabilities. Clickherefor more details.
As the low interest rate environment continues, more and more advisors and clients are inquiring about how caps and participation rates are determined. Here is a great piece which provides insight on the topic.
Did you know that 75% of people who buy long-term care (LTC) policies are members of a couple, but women are more likely to purchase than men? Go here to learn more!
Life changes fast. Have your clients’ policies kept up? Now’s the perfect time for a life insurance policy review. Use this client worksheet to start the conversation.
