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Retirement Plan Strategies
 BUILDING AN INHERITANCE 

Situation: Parents (Owners) age 60, with children in late 30's who will take over business in next 5 to 10 years. Want large deduction now but don't want excess funds in estate.

Solution: Maximize deduction in Defined Benefit (maybe cash balance version) with conservative actuarial assumptions. After, parent's retire use Cash Balance for children to soak up excess.

Plan Type: Cash Balance Defined Benefit Pension Plan

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Monday, December 19, 2011 04:18 PM

 
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