This week, Amy Arnett talks with Bret Riddle, Senior Advanced Design Analyst at Pacific Life. They discuss maximizing the federal estate tax exemption, current legislation, and how high-net-worth individuals can take advantage of temporary doubled exemptions before the Sunset Rule in 2026. They also explore advanced planning tools like spousal lifetime access trusts (SLAT) and the role of life insurance in wealth transfer. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

The Roth IRA Advantage: Building Tax-Free Wealth for Life

DPL’s popular podcast series for financial advisors featuring growth strategies and best practices shared through engaging conversation and storytelling. Gain insights from your peers in the industry, DPL’s team, David Lau, and other thought leaders driving innovation to improve outcomes for clients and grow RIA practices.
*This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. All opinions expressed are their own and may not reflect those at their firm.