Tax Efficient Private Credit Investing

Family Office
Tax and Estate
Alternative Investments

Hesitant to embrace direct lending due to perceived tax inefficiencies? Discover how key insurance vehicles can help enhance after-tax returns.

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Author

Robert Dietz, CFA: National Director, Tax Research—Investment & Wealth Strategies

Key Takeaways

Despite significant benefits, tax-sensitive high-net-worth investors have been hesitant to fully embrace direct lending strategies due to perceived tax inefficiencies.

Investors who are sensitive to taxes can enhance their after-tax returns by investing through tax-deferred IRAs or Roth IRAs.

When retirement accounts are not an option, tax-sensitive investors with long-term investment horizons can still capture similar return benefits by investing through a private placement life insurance (PPLI) policy or private placement variable annuity (PPVA) contract.

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Tax Efficient Private Credit Investing

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Tax Efficient Private Credit Investing

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