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Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate…

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate solutions through the use of life insurance and annuity vehicles. He can be reached at rajiv.rebello@colvaservices.com. His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more.

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Would you rather sell a $1M asset, pay 35% in federal and state capital gains tax, and invest the remaining $650k in a diversified portfolio?

Or would you rather sell the same asset and invest the full $1M into a diversified portfolio from day one — deferring the capital gains tax until a future date, and with the right planning…

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About

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate…

Rajiv Rebello is the Principal of Colva Insurance Services. He helps HNW clients and business owners implement better after-tax, risk-adjusted retirement, wealth and estate solutions through the use of life insurance and annuity vehicles. He can be reached at rajiv.rebello@colvaservices.com. His work has been featured on Michael Kitces’ Nerd’s Eye View, Advisor Perspectives, Alpha Architect, the American College of Financial Services, CalCPA, the National Association of Estate Planners and Councils (NAEPC), and more.

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