News & Analysis as of

Tax Benefits › Life Insurance

Gerald Nowotny - Law Office of Gerald R....

WHERE EAGLES DARE-INTRODUCING MALTA SPLIT DOLLAR

Gerald Nowotny - Law Office of Gerald R.... on

Nowotny On Death and Taxes episode #31 Malta Split Dollar speaks to using Split Dollar to convert tax deferred dollars into tax-free dollars. ...more

Gerald Nowotny - Law Office of Gerald R....

PIF the Magic Dragon - Using Life Insurance and Pooled Income Funds to Preserve Retirement Benefits after the Secure Act – Part I

Gerald Nowotny - Law Office of Gerald R.... on

Overview - For many years, the name of the game in retirement planning for income and estate tax purposes has been to maximize the tax deferral of qualified retirement and IRA accounts while preserving the ability to...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2013: Should you donate life insurance to charity?

Adler Pollock & Sheehan P.C. on

Donating life insurance to a favorite charity is an excellent opportunity to make a larger donation than may otherwise be affordable. This article shows why this is so and discusses the most tax-effective way to donate life...more

Gerald Nowotny - Law Office of Gerald R....

Using Private Placement Insurance Products to Achieve Tax Efficiency for High Net Worth

Gerald Nowotny - Law Office of Gerald R.... on

Originally published in the Journal of Taxation of Investments in December 2012. Introduction - This article is designed to provide an overview of the benefits of private placement life insurance (PPLI) and private...more

4 Results
 / 
View per page
Page: of 1

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up Log in
*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
- hide
- hide