59: The Last, Best Tax Shelter Ever?

As tax rates on high income taxpayers have risen – and are expected to continue to rise – families have begun to dust off a long-neglected tax shelter: investing via insurance dedicated funds, or IDFs. The use of private placement variable annuities and private placement life insurance, in both onshore and offshore varieties, has risen significantly in recent years, but those vehicles allow assets to be invested only in IDFs. In this white paper, Greycourt takes a look at the world of PPLI and PPVA policies and concludes that, given the paucity of tax shelters available today, many families may want to take a look.

Download the white paper here »

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