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Tax-Qualified Plans offer great opportunities for clients to save money on current taxes. Specialty plans, including Defined Benefit Plans, Cash Balance Plans, and 412(3)(3) Plans offer the chance to defer up to $400,000 per year in taxes! Tune in to this show to learn the ins-and-outs of high deductible pension plans. Also learn how life insurance can be part of the plan – offering the chance to pay premiums with tax-deductible dollars, while providing tax-free death benefits to survivors. This is a complex area of income tax planning – and this show will open your eyes to the opportunit
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