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Home > Wealth-Building Made Simple > Advanced Planning: Using life insurance to reduce taxes for your children and grandchildren
Podcast: Wealth-Building Made Simple
Episode:

Advanced Planning: Using life insurance to reduce taxes for your children and grandchildren

Category: Business
Duration: 00:14:13
Publish Date: 2021-08-17 21:05:09
Description:

Topics:

  • Using life insurance to pay taxes on retirement accounts at death
  • Having life insurance gives you the ability to spend your money guilt free because it guarantees an inheritance to your children and grandchildren
  • Using life insurance to pay long term care expenses

Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)

 

Powered by Stone Hill Wealth Management

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