IRA Rescue

Should you or shouldn’t you “Rescue” someone’s QP savings at age 59 by withdrawing them from it and putting the after-tax remainder into an IUL?  Based on the #’s I believe you are obliged to at least show them the comparison of doing so – in the short term the additional life insurance can more than pay off the deferred tax on the funds still in the QP; it can have more CV and after tax Income long term:

Report:  https://kvisit.com/S6Pj0Aw

Illustration:  https://kvisit.com/S6fj0Aw

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