Latest / Legacy Life and Retirement
Episode #123 Your Life Insurance Could Actually Be Tax Deductible
In this episode, I sit down with tax-planning expert Roh Punyani from The Owner’s Asset to discuss whole life insurance, Defined Benefit plans, Cash Balance plans, and advanced tax strategies for business owners. Roh explains how plans structured under Section 401(a) can allow eligible business owners to make significantly larger deductible contributions than a traditional 401(k), potentially supporting substantial life insurance premiums depending on the client and plan design. We break down who these strategies are best suited for, how the plans work in simple terms, and the goals Roh and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.