By using gifting strategies in place of contributing to a Roth IRA, high net worth clients can essentially replicate the benefits of a Roth IRA with larger contribution amounts and earlier withdrawal privileges.
Estate Planning
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Creating Tax-Efficient Investment and Estate Strategies for UHNW Clients through Private Placement Life Insurance (PPLI) in a Rising Interest Rate and High Tax Environment
RIAs can utilize PPLI to shelter otherwise tax-inefficient assets from income and estate taxation.