New tax law requires review of existing estate plans
Article Abstract:
The author discusses the need for various aspects of estate plans to be evaluated in light of the Economic Growth and Tax Relief Reconciliation Act of 2001, including life insurance usage, wills, carryover income tax basis, and trusts.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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Maximizing nonqualified plan distributions with a benefit exchange program
Article Abstract:
The author discusses a planning technique called the benefit exchange program for nonqualified deferred compensation plans which is intended to reduce taxation of plan distributions.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
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Nonqualified "excess" plans continue to grow in popularity
Article Abstract:
The author discusses nonqualified "excess" pension plans, also known as 401(k) wrap, mirror, and deferred compensation programs.
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
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