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Attend the final webinar in Sagicor’s 5-Part IUL Training Series
June 22, 2021 @ 12:00 PM - 1:00 PM
Many clients may not realize the tax implications of passing on IRAs and qualified plan assets to their adult children or other non-spouse beneficiaries. Because the SECURE Act put an end to the Stretch IRA, most non-spouse beneficiaries must completely liquidate these accounts within 10 years. Depending on the amount inherited and the heir’s income tax bracket, this wealth transfer could come with a significant tax burden.
Join us to discover how Sagicor’s portfolio of IULs can provide tax-beneficial SECURE Act solutions and uncover new opportunities to help your clients protect their legacy assets.