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Retirement Distribution Planning - Sequence of Returns

In our July 13th ONEIdea, we discussed the benefits of cash value life insurance from a tax diversification perspective. To summarize, clients who allocate assets earmarked for retirement distribution purposes into nest eggs that are taxed differently can benefit greatly from enhanced income during their retirement years.  One of those nest eggs should be life insurance due to the potential tax-free nature of distributions from accumulated cash values.

This ONEIdea takes a bit of a different approach, although the conclusion of setting aside retirement assets into a nest egg called “cash value life insurance” is the same.

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