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Individual Estate Planning

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

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 transfer…


Distribution Planning

Distribution Planning means evaluating IRA rollover options, including beneficiary designations, to most effectively meet retirement income goals while minimizing income and estate taxes.


Defined Contribution Plans

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…


Defined Benefit Plans

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…