IMQ Application # 28: Get Pension Lump Sum Now before Interest Rates Rise

Posted on: February 11, 2022

  For your clients with pensions, have you recommended some forgo the monthly annuity benefits for a lump sum that can be rolled over into a diversified portfolio? For example: George has been with his company 21 ye

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IMQ Strategy #26: Exiting 401(k) Plans with Limited Investment Options

Posted on: February 4, 2022

401(k)s provide limited investment options. Under your management, your clients retirement can grow at a much higher rate than it could in a 401(k). For example: George’s 401k Plan has limited investment options.  He

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IMQ Strategy #5: Save the 401(k) funds when entering a nursing home

Posted on: January 26, 2022

Most estate planning attorneys have probably faced this problem: George is sick and needs to go into a nursing home. George has a large 401(k) in his name, larger than the $120,000 combined asset threshold. How can you h

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IMQ Application #1: Diversify Investments Ahead of Retirement

Posted on: January 11, 2022

Do you have clients with a 401(k) that are within 5 years of retirement? They may be looking to diversify their assets, and IMQ can help you unlock these funds. For example: George is 56 years old and is 4 years away fro

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IMQ Application #17: Open a Business Funded by Your 401k or Pension via ROBS

Posted on: January 4, 2022

  Do you have a client who is a 401k participant that always wanted to open a business, but didn’t have enough capital investment to do so? IMQ can help. Take for example: George is on the tail end of his company

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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.