The typical VA acts as a tax deferred tax shelter, like an IRA. Unlike an IRA, anyone can open any sized (e.g.: $1,000 or $1 million) Variable Annuity, independent of his or her income, age or employment status. On this blog you can find information on variable Annuities, as well as captive insurance, 419 plans, 412i plans, IRS problems and much more. If you need an Expert Witness in any of these fields, do not hesitate to get in touch with Lance Wallach; his side has never lost a case.
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Protecting Clients from Fraud, Incompetence and Scams
Go to this blog to find helpful advice, articles, and contacts that will assist you with all problems dealing with Life Insurance, section 79 problems, Captive Insurance Plans, and 419 Welfare Benefit Plan Audits.
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