Simulating the benefits of an unlimited Roth IRA with life insurance {PFP Section}

Dec 17, 2021

Life insurance can be much more than a death benefit. If properly designed, funded, and managed, it can provide an incredible opportunity to grow and distribute assets tax free. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, and Michael Fontanini, with Lion Street, share:

• Who the ideal clients are for this strategy
• Why this is an excellent way to supplement retirement income
• Using this approach as an asset location tool
• How to know if this technique beats investing money directly into the market

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

 

• Listen to part one and part two of this life insurance series.
• Access Susan’s tool to review life insurance policies with clients.
• Gain more expertise with the AICPA’s risk management and insurance certificate.
• Use the personal finance scorecard to begin planning conversations with clients.

 

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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