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What If Your Future Was Tax Free?
Real estate has always been a stronghold of the wealthy to harvest massive tax advantages, but there are strategies for how to potentially make it less risky and income tax free using advanced Life Insurance planning.**
**Disclaimer: In this context, safety is provided through Life Insurance and Annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured and are not bank deposits and are not guaranteed by any government agency. Insurance and Annuities are not fiduciary products.
Despite being protected from market risk, some policies lose cash value over time, leaving the investor with only the income or death benefit guaranteed by the Insurance Company. Review the company issued illustration, costs, and the benefit terms carefully and it’s credit ratings before investing.
Life Insurance Policies permit access to principal and interest through tax-free loans. Strict IRS rules must be followed or you could owe income taxes on these distributions. Consult your agent/advisor on how properly structure these complex plans to meet your goals.
We are not CPA's though we have extensive tax planning experience, we recommend coordinating advice with your tax planning professional.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.