Episode
Top of the Morning: Life insurance as part of a broader legacy plan
- Podcast
- UBS On-Air: Market Moves
- Published
- Jul 15, 2026
- Duration seconds
- 877
- Processing state
not_requested
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Summary
Traditional IRAs can be powerful retirement savings vehicles, but they may not always be the most tax-efficient asset for beneficiaries to inherit. Ainsley Carbone and Justin Waring join to discuss one strategy that may help address that challenge - using IRA distributions to fund life insurance as part of a broader legacy plan. Host: Daniel Cassidy