Modified Endowment Contracts - Maestro Wealth Advisors

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Modified Endowment Contractsdevae2021-03-30T10:15:01-04:00

Modified Endowment Contracts:

Setting Up Your Personal Pot of Gold

Many people aren’t familiar with MECs because they weren’t designed as a “product,” strictly speaking. A MEC describes a life insurance policy that has exceeded federal tax law limits and no longer qualifies for some of the tax advantages the IRS provides for non-MEC life insurance policies. An even shorter description: a MEC is an over-funded life insurance policy.

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