Wealth-Building
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Private Placement Life Insurance (PPLI) in Offshore Trust More Useful Than Ever
By Thomas Swenson · 1 year ago
Solution for Deteriorating Geopolitical, Economic, Tax and Financial Conditions
For decades, seers of doom have predicted the demise of the US dollar and other fiat currencies, economic recessions, crashing stock markets, a collapsing debt-burdened US ...
Indexed Insurance Policies Hedge against Inflation
By Thomas Swenson · 1 year ago
High Interest Rates Increase Market-Linked Growth of Indexed Universal Life Insurance (IUL) and Fixed Index Annuities (FIAs)
At the age of 65, an individual can expect to live about 25 years in retirement (a bit ...
Should You Invest Abroad? A Complete Guide to Buying Investment Properties in Thailand
By Mike Smith · 1 year ago
Introduction:
Considering an investment property in Pattaya? Discover the key factors to make an informed decision. With its breathtaking beaches, vibrant expat community, and exciting growth prospects, Pattaya is a top destination for property investment. ...
What Are Your Retirement Planning Options?
By Karl Grover · 1 year ago
Retirement planning is a complex task, as it requires careful consideration of various financial options that can impact a persons future financial security. Below we have illustrated five specific options for retirement planning: Impaired Life ...
Daily Income Opportunity With U-Farm
By Jonathan Peters · 1 year ago
Introduction To U-Farm
U-FARM was established on September 29, 2020. GameFi technology is used to create the project.
Relying on GameFi technology, the project creatively transforms the operation mode of offline farms into online operations, ...
Building a Comfortable Retirement: Tips and Strategies for Investing in Your Future.
By Raj Sukkersudha · 1 year ago
Retirement: it’s the golden age of life that many dream of, but the reality can be starkly different for those without adequate savings. Investing in your retirement is paramount to ensuring a comfortable life once ...
Revocable Living Dynasty Trust (RLDT)
By Thomas Swenson · 2 years ago
Summary
A revocable living dynasty trust enables the settlor to maintain control and have complete access to trust assets during settlor's lifetime. Upon settlor's death, the trust becomes irrevocable, providing wealth building, asset protection and ...
Key Retirement & Estate Planning Tools
By Thomas Swenson · 2 years ago
Retirement Planning
Retirement can begin at any age, and so can planning for it — the earlier, the better. Assets for retirement can include savings, investment accounts, IRAs, employee retirement plans and pensions, even home ...
Captive Insurance -- Details
By Thomas Swenson · 2 years ago
A captive insurance company (CIC) is an insurance company that insures the risks of operating business entities within the same “economic family”.
1. A CIC benefits its owner(s) generally through a combination of factors.
1.1 ...
INDEXED UNIVERSAL LIFE INSURANCE (IUL) ADAPTS TO INFLATION AND HIGH INTEREST RATES
By Thomas Swenson · 2 years ago
High Interest Rates Increase Market-Linked Growth of Cash-Value Life Insurance
High bond interest rates accompanying currently high inflation enable increased growth of cash value in indexed universal life insurance (IUL) policies. This can provide peace ...
GRANTOR ACCESS TO IRREVOCABLE TRUSTS -- EASE THE STRESS OF COMPLETED GIFTS
By Thomas Swenson · 2 years ago
For the moderately wealthy, giving up Control (and Access) is a barrier in deciding to make irrevocable trusts. Techniques for grantor access to trust assets make the decision easier.
Irrevocable trusts famously provide many benefits ...
CASH BALANCE PLUS PLAN
By Thomas Swenson · 2 years ago
Tax-Deferred Savings of $200K to $500K Annually for Business Owners, with Minimal Employee Costs
Using a defined-benefit cash balance plan, solo and small business owners, professionals and profitable entrepreneurs can readily save three to ten ...
Tax-Free Income Making More Sense in Global Financial Crisis
By Thomas Swenson · 2 years ago
Will tax rates be going up? What happens to retirement income when taxes increase?
Currently, income tax and capital gains tax rates are at historically low levels.
The US government debt is now $31+ trillion, ...
Dynasty Trusts Guard Personal Autonomy in Hierarchic Society
By Thomas Swenson · 2 years ago
A dynasty trust enables a degree of personal autonomy that is otherwise hard to achieve in a global economy characterized by punitive tax rates, job concentration in hierarchic corporations and public-sector agencies, and increasingly precarious ...
Captive Insurance Company, CIC -- Reduce Taxes and Build Wealth
By Thomas Swenson · 2 years ago
Captive Insurance Company - Reduce Taxes and Build Wealth
Summary: For a business owner paying taxes in the United States, a captive insurance company saves taxes, builds wealth and improves insurance protection. A captive insurance ...
What is an RESP?
By Reti Red · 2 years ago
What is an RESP account?
An RESP stands for a Registered Education Savings Plan. This account is used to save for a child’s post secondary education. Government contributions are made through the Canada Education Savings ...
Private Placement Life Insurance, PPLI
By Thomas Swenson · 2 years ago
Private placement life insurance (PPLI) is an underutilized, but potentially versatile and highly efficient investment vehicle. It is useful not only for wealthy families. An individual or family having a net worth of only $1 ...
Lifetime Income -- Build Your Own Pension
By Thomas Swenson · 2 years ago
Build Your Own “Pension Plan” with a Guaranteed Lifetime Annuity
At the age of 65, an individual can expect to live about 25 years in retirement (a bit longer if married).
Annuities generally provide at ...
Eliminate Taxes Forever using an Irrevocable Life Insurance Trust
By Thomas Swenson, J.d. · 2 years ago
An irrevocable life insurance trust (ILIT) is simply an irrevocable trust that owns a life insurance policy. A dynasty trust, also known as a GST, legacy or perpetual trust, is a flexible irrevocable trust that ...
Tax-Free Income
By Thomas Swenson, Jd · 2 years ago
Tax-Free Income through Life Insurance. Really?
Initially, it might not seem to make much sense, but modern cash-value life insurance can be designed to produce tax-free income in the form of loans from the life ...