Gimme (tax) shelter: The unlimited annuity shielding ultrawealthy clients

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being. By Anand Gupta


https://www.financial-planning.com/news/the-annuity-strategy-shielding-wealthy-clients-from-taxes?utm_source=dlvr.it&utm_medium=blogger

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