[WEBINAR] ED SLOTT – Leveraging Large IRAs: Three Wins for Clients, Heirs, and Financial Professionals Life Insurance Strategies for Today’s Tax Challenges from North American
Thursday 08/20/2026 at 1:00 pm - 2:00 pm CDT
For many retirees and pre-retirees, the largest pool of assets may be in tax-deferred IRAs, which can create problems down the road.
Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn, at which time, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act, which eliminated the stretch IRA for most beneficiaries, a new approach may be worth considering.
Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide:
death benefit protection,
a plan for future taxes,
inheritance outcomes, and…
long-term value for clients and their families.
This session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment.
For many retirees and pre-retirees, the largest pool of assets may be in tax-deferred IRAs, which can create problems down the road.
Large IRA balances can create concentrated tax risk and a planning opportunity. IRAs are tax-deferred until funds are withdrawn, at which time, the withdrawn funds are taxable. Combined with the recent changes of the SECURE Act, which eliminated the stretch IRA for most beneficiaries, a new approach may be worth considering.
Join Ed Slott as he explains how permanent life insurance can be leveraged to help provide:
This session will share how to spot opportunities and position life insurance as a powerful planning tool in today’s tax environment.
Add to your Calendar
+ Google Calendar+ iCal CalendarDetails