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Retirement Plan Strategies
 MID COURSE CORRECTION 

Situation: Growing business with 10% money purchase and 15% profit sharing plans - annual cont. at $200k with $60k for 2 keys ($30k each).

Solution: Contribution reduced from $200k to $100k with $60k still for owners - plus new plan with $100k contribution of which $90k for owners.

Plan Type: New Comparability Profit Sharing and Defined Benefit Floor Offset.

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, March 12, 2010 05:14 PM

 
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