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A stretch IRA can be an effective tool for increasing the wealth that passes to beneficiaries. With a life insurance policy held inside an irrevocable life insurance trust (ILIT), the stretch IRA can result in a larger legacy and give owners more control over how trust assets are distributed.
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Life Insurance is issued by Symetra Life Insurance Company, 777 108th Avenue NE, Suite 1200, Bellevue, WA 98004-5135. Life insurance policies and riders are not available in all U.S. states or any U.S. territory. Terms and conditions may vary by the state in which they are available.
Guarantees and benefits are subject to the claims-paying ability of Symetra Life Insurance Company.
This material is not intended to provide investment, tax or legal advice.
Clients should consult their tax or legal advisor when reviewing a trust.
Leveraged Credit Shelter Trust
Leveraging Alternative Assets
Life Insurance as an Asset Class
Sale to a Grantor Trust
Spousal Lifetime Access Trust
Benefits of Trust Planning
Life Insurance Policy Review
Business Planning Concepts
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