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
For your clients with pensions, have you recommended some forgo the monthly annuity benefits for a lump sum that... View Article
401(k)s provide limited investment options. Under your management, your clients retirement can grow at a much higher rate than it... View Article
Most estate planning attorneys have probably faced this problem: George is sick and needs to go into a nursing home.... View Article
Do you have clients with a 401(k) that are within 5 years of retirement? They may be looking to diversify... View Article
Do you have a client who is a 401k participant that always wanted to open a business, but didn’t... View Article
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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