Qualified Benefit Plans › IRA

A Pension for this Life (and the Next!) -- A Strategy for Maximizing Income Tax Deferral and Estate Tax Elimination for Qualified...

Overview - The Bush tax cuts are due to expire at the end of 2012- tomorrow. The top marginal income tax rate is scheduled to increase to 39.6 percent. Additionally taxpayers will face an additional tax of 3.8 percent on...more

The Super Roth IRA[1] - For Regular Guys (and Gals) - Part 2

Overview - In Part I of this series, I introduced the Super Roth IRA an alternative to the Roth IRA and traditional IRA. The Super Roth IRA uses the tax-advantages of permanent life insurance and is a more flexible...more

The Super Roth IRA[1] - Part 1

The Roth IRA is the better-looking (and smarter!) cousin of the traditional IRA. The Roth IRA came into existence in 1997 as part of the Taxpayer Relief Act. The provision was named for Senator William Roth of...more