Wealthy Americans are using private-placement life insurance (PPLI) to invest billions tax-free, described as 'a Roth IRA on steroids'
Ultrawealthy Americans are pouring billions of dollars into private-placement life insurance (PPLI), a customizable insurance contract that allows unlimited investments to grow tax-free. This shift reflects a focus on asset location—the most advantageous place to put an investment—rather than just asset allocation, especially as traditional tax-free accounts like IRAs have annual contribution limits of $7,500.
Source:WSJ市场 · Source Link
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