Life Insurance is has changed so much in the last 20 years and we assist our clients in evaluating existing contracts to ensure solvency, we…
Pension Investors Corporation of Orlando takes the time with clients to go over a comprehensive review of their complete financial situation – all with the…
At Pension Investors Corporation of Orlando, we work with our clients on reviewing and/or implementing Wills and Trusts, evaluating potential estate tax liabilities for the most…
Family Succession Planning deals with the many issues of closely-held, family owned businesses. With this plan, we look at the most effective ways to ultimately…
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…