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My Works
I want my dependents to inherit my IRA
I am retired so my 401k was converted to an IRA, now I want my dependents to inherit my IRA, but the inheritance taxes are very steep, what are my options?
Provided your health is still ok, Open an IUL and deposit the remaining portion of the IRA. The IUL is yours and you own it and can access the money in it. Set your beneficiaries to your dependents; one day when you die, your dependents will receive the Life Insurance Death Benefit TAX FREE.
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My Projects
I want my dependents to inherit large sums of my money.
I have a large sum of money from property sales or from a settlement that I want my dependents to inherit, but the inheritance tax is very steep. What are my options?
Provided your health is still ok, Open an IUL and deposit the large sum of money. The IUL is yours and you own it and can access the money in it. Set your beneficiaries to your dependents; one day when you die, your dependents will receive the Life Insurance Death Benefit TAX FREE.
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Disclaimer: For your spouse, you don't need to open an IUL to avoid inheritance tax. If you die, your spouse is the beneficiary and takes over the ownership of the accounts. This is not an inheritance.
The IUL examples are for non-spouse beneficiaries like children, business partners, relatives, etc. who the inheritance tax applies.
See your licensed agent for specifics, options, details and an illustration that is set to your situation.
After we help you discover what you want, we'll work together to find the very best way of achieving it.
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I am your licensed agent: Sun Mi
