Private Placement Variable Annuity (PPVA) Solver

Underwrite holding high-turnover hedge funds and private credit funds inside a low-cost institutionally priced PPVA insurance wrapper, deferring all federal and state capital gains taxes.

Principal & Fund Turnover Return

Principal Allocated to PPVA Insurance Wrapper ($ USD)

Hedge Fund Annual Pre-Tax Return (% - e.g. 11.5%)

Combined Federal + State Tax Drag Rate (% - e.g. 37%)

10-Year Compounding & Tax Saved

10-Year PPVA Ending Wealth Balance (Tax-Deferred)

$14,849,700 Protected Value

Cumulative Short-Term Capital Gains Tax Slashed

+$4,284,000 Direct Tax Drag Eliminated

Total Wealth Lift from Insurance Wrapper

+40.5% More Capital Preserved