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June 21st, 2010

What is a 412(i) Plan?

(Money Manager) - The 412(i) plan is designed to be used for small United States business owners. These plans often suit the needs of those who might have problems saving for retirement while also focusing on building and investing in their company. These plans can provide the largest possible tax deduction, and are funded by an insurance company.

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December 31st, 2009

Retirement Plans

(Tad Majerek) - Is it possible to put more away in your retirement plan. Yes, with the Cash Balance Plan. The CBP is a hybrid of a traditional defined benefit plan and a 401(k) plan. This combination is often a good fit for professional service organizations, such as doctors groups, law firms, consultants and high net worth business owners of closely held companies which have demonstrated a consistent profit pattern and will continue to do so for several more years. The Cash Balance Plan offers an enhanced retirement vehicle which allows for accelerated retirement savings, while taking advantage of potentially tremendous tax benefits. Depending on the situation as much as $200,000 per individual.

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September 15th, 2008

Choosing a Retirement Plan

(Money Manager) - Sometimes it seems as though everyone has a 401(k) plan these days. Did you ever consider getting one yourself but just don’t know how they work? Have no fear. We’re with the government and we’re here to help you. Really.

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