IMQ Application # 28: Get Pension Lump Sum Now before Interest Rates Rise
February 11, 2022 11:22 am Leave your thoughtsFor your clients with pensions, have you recommended some forgo the monthly annuity benefits for a lump sum that... View Article
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IMQ Strategy #26: Exiting 401(k) Plans with Limited Investment Options
February 4, 2022 10:45 am Leave your thoughts401(k)s provide limited investment options. Under your management, your clients retirement can grow at a much higher rate than it... View Article
IMQ Strategy #5: Save the 401(k) funds when entering a nursing home
January 26, 2022 5:13 pm Leave your thoughtsMost estate planning attorneys have probably faced this problem: George is sick and needs to go into a nursing home.... View Article
IMQ Application #1: Diversify Investments Ahead of Retirement
January 11, 2022 4:51 pm Leave your thoughtsDo you have clients with a 401(k) that are within 5 years of retirement? They may be looking to diversify... View Article
IMQ Application #17: Open a Business Funded by Your 401k or Pension via ROBS
January 4, 2022 1:00 pm Leave your thoughtsDo you have a client who is a 401k participant that always wanted to open a business, but didn’t... 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.
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