IMQ Application #13: Buy Property with 401k funds
December 21, 2021 11:06 am Leave your thoughtsImagine the ability of taking the money in your 401k and purchasing real estate instead of keeping your investments... View Article
Categories for 401K
IMQ Application #4: Save Client’s Pension from the Nursing Home
December 21, 2021 11:04 am Leave your thoughtsHave you ever been able to save 100% of a client’s pension when he/she is going into a nursing... View Article
IMQ Application #2: Delay RMDs
December 21, 2021 11:01 am Leave your thoughtsDo you have clients who complain about having to take Required Minimum Distributions (RMDs)? If any of these clients... View Article
IMQ Application #7: I Need Cash
December 21, 2021 10:45 am Leave your thoughtsDipping into your retirement account for a cash distribution is a risky move. However, sometimes it needs to be... View Article
The IMQ Expands Who Can Convert A 401(k) into a Roth IRA
November 1, 2021 9:10 am Leave your thoughtsMany people have warned that income tax hikes may be on the horizon in the years to come. Have you... View Article
What’s in it for You?
401(k) Plans, Corporate Pension Plans, Profit Sharing Plans and State-Deferred Compensation Plans
A tool previously associated with divorcing spouses works for married couples, allowing them unrestricted access to retirement benefits without penalty. Unrestricted, non-penalized access offers more effective estate planning and protection opportunities for those who serve married clients.
Have Questions?
Use the form to the right to get in touch with us via email and we will do our best to respond to you within 24 hours.