The U.S. Government understands that we, as individuals, must do more for ourselves and our own future, to prepare us for retirement planning. This is why they implemented rules to give us tax advantages on these fully-insured plans.

Provided that the policy owners of the plans do not violate certain Internal Revenue Codes, these plans can provide for tax free income for as long as the insured lives.

These plans are allowed under IRC Sections 7702, 7702A, 162, as well as under TEFRA, DEFRA & TAMRA guidelines. Along with the Pension Protection Act of 2006, the government is allowing business owners to take advantage of these rulings.

We provide you with the information, analysis, and education presentation covering the topic of retirement income supplements. We will provide you with these solutions during the day so that you can sleep better at night.

For more specific information on how these rulings can serve you and your business, contact us.

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Confidentiality laws apply. Individuals must qualify for these plans, per insurance company standards.

Pension Plan Solutions is not a tax consulting firm. We do not provide tax assistance. Every case has different tax implications based on variables pertaining to the specific business and owner(s). Please consult your tax advisor.