With this plan, we look at the special needs of business owners related to buy/sell issues in the event of death or disability of an…
Distribution Planning means evaluating IRA rollover options, including beneficiary designations, to most effectively meet retirement income goals while minimizing income and estate taxes.
Employee Stock Ownership Plan (ESOP): A profit sharing, stock bonus, or (rarely) a money purchase pension plan – the funds of which must be invested,…
A Defined Contribution Plan is a plan that provides an individual account for each participant. Most Defined Contribution plans have discretionary contributions. However, there are…
What is a Defined Benefit Plan? It is a plan that is designed to provide participants with a definite benefit at retirement. The benefit formula…