Tax Planning Strategies for High-Income Earners
Immediate Financing Arrangement
Immediate Financing Arrangements (IFA) allow investors to capitalize heavily on an insurance contract by leveraging tax advantages.
Estate Planning
Estate planning for HNWI should be mindful regarding tax implications and liabilities as it involves the transfer of assets when they die, as well as a variety of other personal matters.
Insured Retirement Plan
An IRP (Insured Retirement Plan) is an IFA strategy that uses tax-exempt life insurance to be the security upon which a loan is collateralized.
Planned Giving
Planned giving is the process of making a significant charitable gift during a donor’s life or at death that is part of his or her financial or estate plan.
Immediate Financing Arrangement
Immediate Financing Arrangements (IFA) allow investors to capitalize heavily on an insurance contract by leveraging tax advantages.
Estate Planning
Estate planning for HNWI should be mindful regarding tax implications and liabilities as it involves the transfer of assets when they die, as well as a variety of other personal matters.
Insured Retirement Plan
An IRP (Insured Retirement Plan) is an IFA strategy that uses tax-exempt life insurance to be the security upon which a loan is collateralized.
Planned Giving
Planned giving is the process of making a significant charitable gift during a donor’s life or at death that is part of his or her financial or estate plan.