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Using PPLI to Reduce Net Investment Income Tax
For high-income investors, one of the most significant hidden drags on investment performance is the:👉 3.8% Net Investment Income Tax (NIIT)Applied in addition to regular federal income tax, NIIT can substantially reduce the after-tax return of:• Interest income • Dividends • Capital gains • Certain passive investment incomeThis is one reason why many sophisticated investors consider Private Placement Life Insurance (PPLI) as part of their long-term tax planning strategy.⚖️ 1️⃣ What Is NIIT?The Net Investment Income Tax is a:• 3.8% federal surtaxthat applies to certain categories of…
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