IMQ Application #13: Buy Property with 401k funds
Imagine the ability of taking the money in your 401k and purchasing real estate instead of keeping your investments in the stock market rollercoaster. This can be done with…
IMQ Application #4: Save Client’s Pension from the Nursing Home
Have you ever been able to save 100% of a client’s pension when he/she is going into a nursing home? Often, the spouse who remains at home gets their…
IMQ Application #2: Delay RMDs
Do you have clients who complain about having to take Required Minimum Distributions (RMDs)? If any of these clients have younger spouses (in excess of 5 years), then we…