Creating the tax-efficient qualified plan

Article Abstract:

The author discusses a tax planning method for qualified employee benefit plans which incorporates life insurance. A chart displaying accounting information is included.

author: Ross, Allen F.
Tax Management, Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Statistical Data Included, Taxation, Tax accounting

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Jul 28, 2008 @ 2:14 pm
Thank you I would very much like to learn more about this concept and all that it has to offer

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Life insurance in a qualified plan

Article Abstract:

The author discusses the use of purchasing life insurance in qualified plans, the tax consequences, and possible estate and income planning benefits.

author: Keebler, Robert S.

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Life insurance purchased through qualified plan insurance partnerships

Article Abstract:

Qualified Plan Insurance Partnership (QPIP) is a tool which may be used to avoid the negative income and estate tax consequences of qualified benefit plans' purchases of life insurance on the life of participants. IRC and ERISA limitations are avoided when QPIPs purchase the insurance and hold the contracts.

author: Horowitz, Steven A.
Estate Planning, Planning

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subjects list: Methods, United States, Usage, Tax planning, Life insurance, Qualified benefit plans, Estate planning