Can’t Deduct Investment Fees? Consider *THIS* Annuity

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A typical investment allocation for investors is to bonds and, more increasingly, alternative investments such as private equity and hedge fund investments. As effective as these allocations may be to your investment strategy, they have painful tax implications due to high-income tax rates on interest income and non-deductibility of investment fees. In a case such as this, a Private Placement Variable Annuity (PPVA) should be considered for these investors. Here’s how it works…

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Updated: Feb 22, 2022

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Diane DeCesare

Call Me When… You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.