How to use Required Minimum Distributions (RMDs) to create a legacy.

Jerry Thomas Advanced Planning, IRA Stretch Planning, Life Insurance, Multi-Generational Strategy, Protective Life, Required Minimum Distributions - RMDs Leave a Comment

How to use your RMDs to create a larger estate for your kids and grand kids, to create a lifetime of giving. So you have two clients who are now age 70 and they are asking you what they should do with their RMDs they have to start taking. Their current plan is to gift it to their children with …