1. Reinsurance Sidecar Investments
(Retirement-Plans.org/Retirement-Plans.org Blog)

...emiums) than would be possible based on their own capital. They also earn a certain amount of fee-based income (through ceding commission). This quota-share reinsurers act like an insurance wholes...

2. Implementation of a Financed Physician Retirement Plan
(Retirement-Plans.org/Retirement-Plans.org Blog)

...nter into an agreement with you the physician - designed so that the physician recognizes limited or no income upon receipt of the proceeds. Usually, taxes are paid when the program ends and distr...

3. Executive Bonus Plan
(Retirement-Plans.org/Retirement-Plans.org Blog)

...business then pays the premium on the policy to the insurer. The business can deduct the premium as an income tax expense. The employee will then be required to pay income taxes on the premium....

4. Deferred Compensation Plans
(Retirement-Plans.org/Retirement-Plans.org Blog)

... cash value life insurance. The cash worth can then be available at retirement as a supplement to other income or, if the insured dies prior to retirement, the insured’s elected beneficiary will r...

5. Qualified Retirement Plans
(Retirement-Plans.org/Retirement-Plans.org)

... is certified by the "Internal Revenue Code Section 401(a)" and the "Employee Retirement Income Security Act of 1974 (ERISA)" therefore it is entitled for advantageous tax trea...

6. Non Qualified Retirement Plan for Physicians
(Retirement-Plans.org/Retirement-Plans.org Blog)

... is tax deductible - so actual costs are $36,000.   7. The physician may have to pay income tax on the $36,000 so the maximum potential out-of-pocket cash for the physician wo...

7. Escrow Purchase Proposal - What is Escrow
(Retirement-Plans.org/Retirement-Plans.org Blog)

...rantee to the purchaser of the account.     If the funds are invested at 5%, the annual income would be approximately $5,500,000. Although the purchaser will have to determine the ...

8. Financed Retirement Plans
(Retirement-Plans.org/Retirement-Plans.org)

... Now for a few details about the loan: Your business makes the payment as an expense. You only pay then income tax on the payment. WOW! You didn’t know you could do this. Well, the good news is th...

9. About Retirement-Plans.org
(Retirement-Plans.org/Retirement-Plans.org)

...ns.org plans enable business owners to access significantly increased buying power to fund their future income needs. These plans use leverage to purchase carefully selected equity-indexed, princi...