X
22Jan

PIF the Magic Dragon - Using Life Insurance and Pooled Income Funds to Preserve Retirement Benefits after the Secure Act – Part I

Gerald Nowotny | | Return|
Overview - For many years, the name of the game in retirement planning for income and estate tax purposes has been to maximize the tax deferral of qualified retirement and IRA accounts while preserving the ability to payout distributions over the...
By: Gerald Nowotny
Source Url: https://www.jdsupra.com/legalnews/pif-the-magic-dragon-using-life-51762/

Related

Qualified Opportunity Fund Investments: Important Deadlines

The Qualified Opportunity Zone (QOZ) tax incentive program provides an opportunity for a taxpayer to...

Read More >

PPP: SBA Provides Process for a Change of Ownership

On October 2, 2020, the SBA provided notice to PPP lenders regarding the process by which PPP borrow...

Read More >

Illinois Ban on Employers’ Inquiry or Consideration of Salary History Takes Effect

Recent amendments to the Illinois Equal Pay Act became effective Sept. 29, 2019. Illinois employers ...

Read More >

Organ and Bone Marrow Donation Leave Law to Go Into Effect Next Week

Starting October 1, 2019, all employers in Maryland with 15 or more employees will be required to pr...

Read More >

The SECURE Act Significantly Changes Many Retirement and Other Employee Benefit Rules

The Further Consolidated Appropriations Act, 2020 (the “Act”), enacted on December 20, 2019, signi...

Read More >

Chinese Coronavirus Outbreak – What Employers Need to Know

Seyfarth Synopsis: First American case reported of deadly new Chinese coronavirus. The Centers for ...

Read More >