Ever since the Internal Revenue Service’s introduction of the safe harbor rules for private placement life insurance (PPLI) in 2003, this vehicle has steadily grown in popularity.1 Interest in the product has been even more robust lately, as families face higher income tax rates (after the repeal of the Bush tax cuts at the end of 2012) and the new Medicare tax on investment income. Maybe because people are beginning to expect better investment returns, or maybe because the debate at ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.