Split Dollar News Today

I bought my Jeep Wrangler brand new, 22 years ago (through my credit union’s car buying service, by the way). It’s dark green with a tan soft top and big

A recent case, Morrissette, addressed a complex intergenerational split dollar (ISGD) life insurance plan and handed a costly defeat to the taxpayer.

To embed, copy and paste the code into your website or blog: 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. Please see full Publication below for more information. 1 RETURN TO FORE...

Financing Split Dollar plans (in a volatile market) 2SHARES Does anyone else feel like you have been riding a roller coaster trying to balance a raw egg?  Over the last several months, the volatility in the market has caused some executives concern for their Split Dollar benefits.  It is important to understand the type of insurance used in your plan and how each product works.   For the majority of Split Dollar Plans, life insurance is the natural choice for funding.  Although the decision...