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RETURN TO FOREVER: What Game Should We Play Today? Using the Planning Power of Split Dollar Life Insurance for Income and Estate Tax Planning Benefits | Gerald Nowotny - Vimarsana News

RETURN TO FOREVER: What Game Should We Play Today? Using the Planning Power of Split Dollar Life Insurance for Income and Estate Tax Planning Benefits | Gerald Nowotny

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 FOREVER What Game Should We Play Today? Using the Planning Power of Split Dollar Life Insurance for Inc...