Private Placement Variable Annuities

Private Placement Variable Annuities

A powerful tool to address income tax planning uses for high-net-worth individuals

 

Increasing taxes on the wealthy is very much part of the national dialogue. Most believe it’s inevitable that marginal income tax rates will go up, especially for the clients we typically advise. At a minimum, there will likely be higher taxes on dividend income and, perhaps, all investment income. And, things like the charitable income tax deduction seem perilously at risk. 

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