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Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.
April 15 -
The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21 -
Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.
December 14policyappraisal.com -
Mechanics Bank in Walnut Creek, California, has signed up to be Inclined's first partner.
September 23 -
In a third alternative to an often vexing choice, the pension holder obtains enough life insurance to elect the single life pension at retirement.
March 4International Planning Alliance -
Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16 -
Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.
October 4 -
Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.
September 3TrustLife Insurance Management -
Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.
September 3 -
Once the cost of coverage is accounted for, the implied rate of return for investing through a return of premium term policy can be quite attractive, Derek Tharp writes.
May 27