# Top of the Morning: Life insurance as part of a broader legacy plan

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-life-insurance-as-part-of-a-broader-legacy-plan-2
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-life-insurance-as-part-of-a-broader-legacy-plan-2.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-15T14:16:25+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260707 - Top of the Morning_Life Insurance.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260707 - Top of the Morning_Life Insurance.mp3
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Duration seconds: 877

## Resource

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

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## Transcript

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