Strategy

Private placement life insurance is a pre-emptive IRS audit tax strategy that transforms taxable ordinary income and capital gains into tax-free income (with no income tax reporting required under current U.S. Law). Please reference IRS Private Letter Ruling 200244001 (May 2, 2002).For U.S. Persons with investment income, private placement life insurance provides for compliant, tax-free compounded...

When, a homeowner, decides, it is time, for him, to sell his existing home, it may be, for any number, of possible reasons! Some are obvious, such as financial challenges, job relocation, changing personal needs, priorities, etc, while, other motivations, may be, more - personal, etc! Regardless, however, in my, over 15 years, as a Real Estate Licensed Salesperson, in the State of New York, I have...