Acquire. Loan. Perish. | How the Wealthy Maintain Their Wealth

by | Feb 5, 2024 | Vanguard IRA | 8 comments

Acquire. Loan. Perish. | How the Wealthy Maintain Their Wealth




To start comparing quotes and simplify insurance-buying, check out Policygenius: Thanks to Policygenius for sponsoring this video!

In today’s video, we’re going to talk about the phrase “Buy Borrow Die” and how the rich stay rich by taking advantage of the American tax system.

The phrase “Buy Borrow Die” was created more than 20 years ago by Professor Ed McCaffrey who use this simple phrase to summarize the American tax system in a nutshell.

The basic premise is that the rich buy something like an asset such as stocks or real estate, for example, and they then borrow against these assets instead of selling them. Finally, they die and the estate goes to their heirs and beneficiaries.

In this video we’re going to break down these three steps in more detail, and how the rich use by borrow and die to stay rich.

Stay tuned until the end of the video where I give my opinion as always!

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Instrumental Produced By “iAmHaywood” on IG

⏰ Timestamps ⏰:
0:00 – Introduction
0:55 – Buy
2:28 – Borrow
4:19 – Policygenius Spot
5:17 – Die
6:55 – Conclusion
9:02 – LOL

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Buy. Borrow. Die. | How The Rich Stay Rich

The Buy. Borrow. Die. strategy is a term that has been gaining attention in the financial world as a method used by the wealthiest individuals to maintain and grow their wealth. This strategy involves the strategic purchasing of assets, leveraging those assets to borrow money, and ultimately passing on those assets to heirs upon death. This method has been a well-kept secret among the ultra-wealthy and has been instrumental in maintaining their financial dominance.

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The first step in the Buy. Borrow. Die. strategy involves the strategic purchasing of appreciating assets such as real estate, stocks, and other investments. By investing in assets that have the potential to increase in value over time, individuals can leverage their initial investment and generate wealth through the appreciation of those assets. This step is crucial in laying the foundation for a successful wealth-building strategy.

The second step involves leveraging those assets to borrow money. By utilizing the assets as collateral, individuals can take out loans to fund additional investments or cover expenses without liquidating their assets. This method allows individuals to access cash without having to sell off their appreciating assets, allowing them to continue to benefit from the potential growth of those assets.

The final step in the Buy. Borrow. Die. strategy involves passing on those assets to heirs upon death. By doing so, individuals can avoid capital gains tax on the appreciated assets, allowing their heirs to inherit the assets at a stepped-up basis. This means that the value of the assets at the time of inheritance becomes the new basis for the heirs, potentially eliminating the need to pay taxes on the appreciation of those assets.

This strategy has been used by the wealthiest individuals to maintain and grow their wealth for generations. By continually investing in appreciating assets, leveraging those assets to borrow money, and ultimately passing on those assets to heirs, the ultra-wealthy are able to preserve and continue to grow their wealth without having to pay significant taxes on the appreciation of their assets.

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While the Buy. Borrow. Die. strategy has been a well-kept secret among the ultra-wealthy, it has gained attention in recent years as a means of achieving financial success. By strategically purchasing, leveraging, and passing on appreciating assets, individuals can potentially create a lasting legacy of wealth for future generations.

In conclusion, the Buy. Borrow. Die. strategy has been instrumental in how the rich stay rich. By strategically investing in appreciating assets, leveraging those assets to borrow money, and ultimately passing on those assets to heirs, the ultra-wealthy have been able to maintain and grow their wealth for generations. This method serves as a blueprint for financial success and has the potential to create a lasting legacy of wealth for future generations.

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8 Comments

  1. @mnpd3

    Most people don't realize that wealth isn't taxed; income is. And since most people have only income… well. The laws favoring the wealthy also didn't occur by accident. The laws are determined by lawmakers who are only prompted to act by the money they are given. Since most Americans have little to give other than their vote, they cannot influence the laws, and are generally too ignorant to understand the laws which are sugar-coated to disguise the true meaning and intent. Remember the infamous "Social Security Trust Fund Act? It had nothing to do with a trust fund, and everything to do with spending every penny of Social Security in the General Budget. Today, Social Security doesn't have a penny in reserve, and all checks are paid from the General Budget as the government struggles to collect those IOU's it left. And of course, the General Budget itself is funded largely by borrowing, resulting in an unrepayable and ever-climbing $34,000,000,000,000 national debt. And the ignorant voters continue to vote along strict party or single-issue lines without having the slightest awareness of how government works. Ask the guy in the polling line next to you how a bill is introduced and the process it undergoes to become law or rejected. He won't have a clue what you are talking about.

  2. @blender139

    In buy borrow die do people use there business to buy stock or use personal money ?

    Also if they buy from there business can that be used as a tax write off ?

    I understand if you cant pay your loan back you lose your stock but What happens if the stock loses value do you need to make payment to your loan?

  3. @allopez8563

    Hmm I didn't got how is it that this people pay this borrowed money.

  4. @rednkfn

    So what about that part before you die we call life? How are you repaying loans against your, let's say, stock assets? The bank isn't just gonna wait for you to die before they ask for their money back. How ever they are getting that money is taxed and now they are paying taxes and interest.

  5. @user-ex6dn5ci3p

    Thanks for sharing. Great energy.

  6. @nsshing

    The jokes in the video are so subtle lol

  7. @joonlee7884

    i dont get it, someone help please.

    In the first year when you buy stock or property, dont you have to pay taxes on that? For real estate you borrow but the property cash flows and you use it to pay off the debt. Dont you still have to pay taxes on that money before you usse it towards the debt?

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