This article is about a new and unique concept called the Comprehensive Tax Plan (CTP for short.) The concept creates great tax results, while generating a huge amount of cash for your kids and grandchildren. The easiest way to quickly grasp the genius of CTP is by an example. Facts for the example: Joe owns Success Co., CDs, a stock and bond portfolio and real estate, including two homes. Joe (age 70) and his wife Mary (age 66) had an original quote to buy second-to-die life insurance for an annual premium of $14,452 per $1 million of death benefit, if both were healthy. Unfortunately, some medical issues increased the premium to $24,617 per $1 million. They decide to buy a policy with a $5.5 million death benefit with an annual premium of $135,394 (5.5 X $24,617).
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机译:本文介绍了一个称为“全面税收计划”(简称“ CTP”)的新概念。该概念可带来出色的税收结果,同时为您的孩子和孙子孙女带来大量现金。举例来说,快速掌握CTP天才的最简单方法是。示例的事实:乔拥有Success Co.,CD,股票和债券投资组合以及房地产,其中包括两个房屋。乔(70岁)和妻子玛丽(66岁)的原始报价是购买第二个人寿保险,如果两者都健康,则每100万美元身故赔偿的年度保费为14452美元。不幸的是,由于某些医疗问题,保费收入提高至每100万美元$ 24,617。他们决定购买一份具有550万美元身故赔偿的保单,年保费为135,394美元(5.5 X $ 24,617)。
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