Pacific Life Sponsored Breakout – Key Planning Strategies Under the One Big Beautiful Bill: Including Strategic IRA Planning Opportunities
May 20
Share:
- 8:00 am
- - 8:45 am
- Check Mobile App for Locations
- Breakout Session
This session highlights planning strategies and life insurance opportunities gaining momentum following the One Big Beautiful Bill Act.
Topics include IRC Section 1202 planning for business owners, the strategic use of MSOs for tax efficiency, insights into Section 199A and Opportunity Zones, and advanced inherited IRA strategies using Charitable Remainder Trusts to reduce taxes and support legacy goals.
Sponsored by
