Do you have high income clients looking for other places to save money? Have those clients heard of or asked you about a “LIRP” (life insurance retirement plan)? Have those clients heard of asked you about a “Super-Roth”? This has gone by many names over the years in our industry. Whatever you may know it as, it is a tax planning strategy for your high-income earners that every advisor should have in their toolkit. Tune in to this BREW to see how Bill Anderson, Wealth Strategist with E4IS can present this to you and your client.
