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Match the terms in column A with the description in column B. Question 7 options: Risk management Estate tax-free wealth transfer Marketability of borrowing Tax
Match the terms in column A with the description in column B. Question 7 options: Risk management Estate tax-free wealth transfer Marketability of borrowing Tax leverage Estate freeze Leverage Liquidity 1. Boosts investment return by deferring taxes 2. Earning a rate of return using borrowed money 3. Protecting ground gained without taking unnecessary risk 4. Irrevocable life insurance trust 5. Ability to turn investment quickly into cash with little or no loss 6. Ability to quickly dispose of an investment 7. Transfer asset growth to next generation
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