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Smart Tax Saving 1000000
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Carolyn Moshtagh
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Over funding a Universal Life to reduce your taxes
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Smart Tax Saving 1000000
1.
SMART TAX SAVING
STRATEGY
2.
3.
4.
5.
6.
143,510 147,000 404,020
3,490
7.
1,512,267 1,472,775 2,057,111
11,600,736 11,500,736
8.
$ 1,000,000
9.
143,510 147,000 404,020
3,490
10.
1,512,267 1,472,775 2,057,111
11,600,736 11,500,736
11.
12.
COMPARISON
13.
Comparison At Age
100 $11,500,736 $ 11,600,736 $ 220,004 $ 0 $ 285,600 $ 1,000,000 $ 0 $ 393,300
14.
Insured Age FUND
GROWTH
15.
GROWTH BETWEEN AGE
86 - 100 $ 5,403,420 $ 220,004 $ 7,883,103 $ 7,983,103 $ 220,004 $ 11,500,736 $ 11,600,736 $ 220,004 $ 5,503,420
16.
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