SWITCH HITTER! Maximizing the Flexibility of Split Dollar Life Insurance to Create Maximum Financial and Tax Leverage

Gerald Nowotny
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Switch Dollar is a financial strategy to convert an existing Split Dollar Agreement into a Loan Regime Split Dollar plan. Loan Method Split Dollar provides tremendous financial and tax leverage in the current low interest rate environment for a taxpayer to accumulate wealth in a tax-advantaged manner. It may be the best thing going that you have not thought about!

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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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