Episode 439 - High-Net-Worth Tax Shelter in Jeopardy

Adam Talks

English - May 23, 2024 15:00 - 14 minutes - 33 MB - ★★★★★ - 7 ratings
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Previous Episode: Episode 438 - 2024 IRS Dirty Dozen Tax Scams

Next Episode: Episode 440 – Financial Independence with a Self-Directed IRA

On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.