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The potential of tax rates rising understandably has people concerned about their tax planning situations.
In this episode, John and Michael are joined by Edward Gordon of Preservation Capital Partners. Ed runs a tax efficient program for private placement life insurance, and he’s here to explain everything about the program. Ed shares a real life case study to help better illustrate how the program works.
Edward discusses:
- How the strategy of a private placement life insurance policy helps combat the negative effects of the SECURE Act
- The cost of the program and what Ed believes will happen with cash value life insurance, and growing tax rates
- A real life case study to help better understand how the program works
- And more