What People Are Saying About Us
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 yeRead More →
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. HeRead More →
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 hRead More →
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 froRead More →
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 companyRead More →
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.
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.