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Frequently Asked Questions
Frequently asked questions about benefits, tax-reduction benefits, plan limits, asset protection, and more.
This detailed presentation introduces the many benefits of pension plans that utilize life insurance as a component, including sample illustrations of after-tax benefits, sample rates of returns when life insurance is used to create tax-free cash flow, plan comparisons, and case studies.
This customized study is used to illustrate the specific benefits of a pension plan based on actual client data.
Clearly outlines what constitutes “compensation” within a Qualified Retirement Plan within various types of organizations (C-Corp, LLC, S-Corp, Partnerships, LLPs, Sole Proprietorships, etc.).
Discusses contribution limitations for businesses, including cross-testing, minimum and maximum contribution calculations, and specific eligibility requirements for Defined Benefit Plans.
Walks through these two concepts and the specific issues related to ownership interests when establishing a Qualified Retirement Plan.
A high-level explanation of how life insurance can be utilized within a Qualified Retirement Plan to provide a pre-retirement death benefit, including a self-completion feature to guarantee a substantial benefit to the participant’s beneficiary.