IRA Maximization Strategy
New planning option and benefits available through the independent professionals in our Physicians Financial Partners program can help maximize IRA assets.
New planning options and benefits
Through our Physicians Financial Partners program, you now have access to independent professionals who offer strategies available through life insurance that can help you reposition your IRA assets to help leave a larger legacy to your beneficiaries. You can benefit from this strategy if:
- Your retirement income needs are fully met by other sources
- You are concerned about LTC expenses
- You plan to leave IRA assets to your beneficiaries
- You plan to use a stretch IRA strategy
- You want more control over how distributions are made to beneficiaries
Maximize your IRA assets
If you’ve planned for your retirement, and legacy planning is a primary concern, a stretch IRA can be an effective tool for increasing the wealth that passes to your beneficiaries—in some cases, over several generations. With a life insurance policy held inside an irrevocable life insurance trust (ILIT), your stretch IRA can work even harder. Not only does this result in a larger legacy, it gives you more control over how trust assets will be distributed to beneficiaries.
Download an overview of how it works
Learn more – Talk to a Physicians Financial Partner
The tools, resources and products described above are offered through Millennium Brokerage Group, LLC, and other planning professionals. Millennium is a strategic marketing partner of AMA Insurance (AMAI) and is an approved member of AMA Insurance’s Physicians Financial Partners Program.
Contact Physicians Financial Partners