How the Rich Avoid Taxes LEGALLY (Buy, Borrow, Die Explained)
Автор: Merrill Taylor - Tax Tutor
Загружено: 2025-09-22
Просмотров: 398
I’m Merrill Taylor, CPA, and today I’m breaking down one of the most talked-about wealth strategies of the ultra-wealthy: Buy, Borrow, Die.
This strategy explains how families can fund their lifestyles, minimize taxes, and still pass fortunes to their heirs. In this video, I’ll walk you through how it works, why it’s legal, and the real risks to be aware of.
Here’s what we’ll cover:
✅ How “Buy, Borrow, Die” actually works
✅ Why unrealized gains and loans create tax-free cash flow
✅ The step-up in basis at death (and which assets don’t qualify)
✅ Key risks: interest costs, margin calls, estate taxes, policy changes
✅ What regular investors can and cannot copy from this strategy
✅ Examples with numbers to show how the system plays out
✅ FAQs: Is it illegal? Could laws change? Do heirs always avoid taxes?
Whether you’re an investor looking to understand advanced tax planning or simply curious how the wealthy manage their money, this video will give you the insights you need.
📌 Disclaimer: This is educational content, not personalized advice. Please consult your tax professional before making any decisions.
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