How to Fund Life Insurance with your Retirement Accounts
Retire For Less With The Annuity Expert · Shawn Plummer
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Show Notes
Looking to leave a legacy without giving half to taxes? In this episode, we reveal 3 powerful strategies to convert your IRA or 401(k) into life insurance — the smart way. In this episode, we break down how to strategically convert your retirement savings into life insurance — without getting hit with unnecessary taxes or penalties. Whether you’re nearing retirement or already taking Required Minimum Distributions (RMDs), there are smarter ways to create a tax-free legacy for your loved ones. We’ll walk through the pros, cons, and ideal scenarios for each approach, so you can make an informed decision that protects your wealth and secures your family's future.