RETURN TO FOREVER: What Game Should We Play Today? Using the Planning Power of Split Dollar Life Insurance for Income and Estate Tax Planning Benefits

Gerald Nowotny
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This article focuses on the use of Split Dollar life insurance and the use of the Leveraged Split Dollar RolloutTM technique combining the tax arbitrage of life insurance with the financial arbitrage of Split Dollar life insurance featuring the rollout or termination technique so that the policyholder ends up with a bunch of money with minimal tax consequences.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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