Financial Intel Monthly

A Primer on Irrevocable Life Insurance Trusts

Feb 12, 2020 8:00:00 AM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, life insurance, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 72t, Age Penalties, Benefit Commencement Date, Workshops, TRG, Trusts

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"I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money." Entertainer Arthur Godfrey(1)

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.2,3

What Is an ILIT?

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