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Taxable Settlements

Electing to receive periodic payments prior to settlement provides an opportunity to receive income in a more tax-efficient manner. The potential advantages of deferring taxable income include: greater after tax overall payout than would otherwise be achieved with a single lump sum payment, avoidance of higher tax brackets, preservation of deductions that may be lost at higher income levels, and avoidance of the alternative minimum tax (AMT).

Periodic payments are flexible and can be designed to provide many options. Options may include guaranteed lump sums; lifetime payments paid out weekly, monthly or annual; immediate or deferred payments and/or a cost of living adjustment (COLA) to offset the impact of inflation or even random payment to meet future obligations or events.

Taxable Case types we handle:

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