How do the Wealthy Use Private Placement Annuities?

How do the Wealthy Use Private Placement Annuities?

Check out Rob Cordasco’s latest interview with Financial Advisor Magazine on “How the Wealthy Use Private Annuities to Defer Investment Taxes”.

Cordasco has helped many clients develop strategies involving Private Placement Variable Annuities (PPVA) and Private Placement Life Insurance (PPLI) to defer or avoid tax as they accumulate wealth.

Cordasco continues to be an industry thought leader in tax and accounting trends and strategies.

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