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re: Permanent Life Insurance vs 529
Posted on 6/29/15 at 11:13 am to STLhog
Posted on 6/29/15 at 11:13 am to STLhog
quote:
does anyone have any experience with this vehicle? The way he made it sound is the returns can be much greater and its out of the governments control.
I do. Run the premium into PLI, use cash value for your investment deposit, stays out of 529 oversight, you keep PLI, investment grows, own 2 assets with the same dollar, possible tax deduction. Overall return on asset purchase is higher. Do not over fund the PLI with pua. Leverage death benefit later in life for tax free advantage.
1
Posted on 6/29/15 at 11:17 am to BestBanker
quote:
I do. Run the premium into PLI, use cash value for your investment deposit, stays out of 529 oversight, you keep PLI, investment grows, own 2 assets with the same dollar, possible tax deduction. Overall return on asset purchase is higher. Do not over fund the PLI with pua. Leverage death benefit later in life for tax free advantage.
I think to understand this you already have to be an expert in Permanent Life Insurance.
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