721 Exchange vs. 1031: Tax-Smart Real Estate Investing
Discover the benefits of a 721 exchange for retirement planning. Explore how this strategy addresses debt, cash flow, and ...
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What Is a Deferred Annuity?
A deferred annuity is a long-term contract with an insurance company that provides future income—often for life—in exchange ...
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RBI Issues Capital Adequacy Master Direction for Regional Rural Banks
These Directions shall be called the Reserve Bank of India (Prudential Norms on Capital Adequacy for Regional Rural Banks) Directions, 2025. These Directions shall come into effect from April 1, 2025.
How the rich use insurance to invest in private credit without steep tax bills
There are two primary options for investing in an IDF. The cheapest route is taking out a private placement variable annuity ...
Charitable Remainder Unitrusts Offer Potentially Valuable Income Tax Deferral Strategies for Some Designated Beneficiaries
While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...