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Retirement Plan Strategies
 NEVER TOO LATE  

Situation: Older (age 55-75) self-employed individual receiving pension from former company and doing consulting wants to defer income until fully retired.

Solution: Tax shelter about 1/2 of income in qualified plan

Plan Type: Defined Benefit Pension Plan

Proposal Request

 

Design Strategies

Design Overview

Plan Types

    DC Plans

    DB Plans

Document Format

    Single Employer

    Multiple Employer

Strategies

    Owners Choice

    Forty Something

    One Stop Shop

    Build Inheritance

    Equal Partners

    Flexible DB

    Max Out

    Change Direction

    Never Too Late

Funding Formats

    Cross tested

 

 

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 updated on Wednesday, January 02, 2008 11:23 AM

 

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