IDEAL: Pre-Tax – Tax-Deferred Growth – Tax-Free Distribution – Asset Protection
How many of these ideas are incorporated in your strategy?
- Ideal Prospect for Business Planning
- C Corp, S Corp, LLC
- Owner(s) making over 150K per year
- Good cash flow or windfall
- Business continuation concerns
- Pension plan(s) overfunded or contributions at the maximum
- No buy-sell agreement or agreed unfunded
- Unfunded deferred compensation plan
- Key employees who would seriously impact the business if they departed
- Owner(s) would like to get money out of the business on a tax favored basis
