How to Craft “Super Roths” for Wealthy Clients

How to Craft “Super Roths” for Wealthy Clients

Faculty Member Michael Finke Landscape Photo
March 16, 2022

Insurance can often be a useful way for advisors to help high-net-worth clients transfer their wealth to others with a minimum of tax burden–and Michael Finke, WMCP® Program Director, says historically high trust exemptions could further this goal.

Read more of his thoughts in this piece for ThinkAdvisor.

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