The Endowment Advantage: Tax-Savvy Investing for High Earners
Honest Money

The Endowment Advantage: Tax-Savvy Investing for High Earners

2025-08-16
In this episode, Warren Ingram and Pieter de Villiers discuss discretionary investments, focusing on their flexibility and tax implications. They explore the concept of endowments as a hybrid investment option that combines features of retirement annuities and discretionary funds. The conversation delves into the tax benefits of endowments, particularly for high-income earners, and the strategic use of these investments for long-term financial planning. TakeawaysDiscretionary investments offer full flexibility and...
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