IRA/RMD Maximization & Life Insurance Questions

Jul 27, 2016

  1. CALTCAgent
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    CALTCAgent Guru

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    Hello,

    I get a lot of e-mails from FMO's about IRA/RMD Maximization using life insurance.

    What is the common way to structure the premiums with this concept as far as amount and time period ?

    Lifetime pay, taking part of the RMD's after tax ?

    If so, how much of the RMD is used since that amount changes over the years ?

    If they are healthy enough, is UL or GUL the most commonly used ?

    Is there a good FMO for this concept ?

    Thanks!
     
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