Feed: Texas Money Maven - AggScore: 50.9
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“Carve-Out” Defined Benefit Plans
“Carve-out” planning seems to be the next generation of planning to help small business owners create plans to skew the contribution amounts to key employees.
A “carve-out” plan is fairly easy to understand.
Defined benefits (D plans are unique qualified retirement plans that allow owner/employees to put away significantly ...
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C.A.L.M. - Level 4
Offshore Asset Protection The Ultimate In Wealth Protection
(If you haven't read C.A.L.M Level 1, 2, or 3 - Start Here First!)
Do you have liquid assets worth $500,000 or more?
(If not, you may want to consider the wealth growing strategies covered in C.A.L.M. Level 3.)
You should be ...
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C.A.L.M. Level 3:
Protected? Now Grow Your Wealth!
(If you haven't read C.A.L.M Level 1 or 2 - Start Here First!)
With C.A.L.M 1, you've built a foundation.
C.A.L.M 2 protects your "house of wealth" with walls and a roof to keep the vicious elements of potential lawsuits, actual taxes, and more from ...
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C.A.L.M. Level 2:
Got Assets? Get Protection!
(If you haven't read C.A.L.M Level 1 - Please Read It First!)
Many people who have assets have heard of setting up Limited Liability Corporations ("LLC") -- but usually, just for their business.
And many more people will tell them how having your business under an LLC ...
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C.A.L.M. Protection Level 1:
Building A Protective Wall Around Your Assets
With Unique Comprehensive Wealth Protection Strategies
Of The Leading U.S. Wealth Preservation Attorney
For A Fraction Of The Cost
The C.A.L.M -- Comprehensive Asset & Liability Management -- consists of a membership with a follow-on set of protection levels. C.A.L.M. Level 1 is ...
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Long Term Care Insurance:
A Long Life Can Be Dangerous To Your Wealth!
Question: What's the downside of living a longer life?
Answer: The increased probability that you or your spouse will require care in a long term care facility.
It's true. Nearly 50% of the people will require long-term care.
At the toweringly-high costs ...
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Health Savings Accounts:
The Secret Wealth Strategy that Almost
No One is Using -- Yet!
Health Savings Accounts are just one of several powerful health care deductions you can choose from. To find out about these and ways to save on your health care plan costs, check out this powerpoint on HSAs ...
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ESOPs -- Sell Your Business to the Next Owner
and Pay No Taxes on Your Gain
It's called an "Employee Stock Ownership Plan" (ESOP) -- often well-known as a widely sought after benefit by employees working for successful public companies.
Yet, if you are a departing or retiring owner, major-shareholder, and/or founder ...
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Leveraged Bonus Plans --
A Technique For Funding Retirement Income
For Key Executives
Executive Deferred Compensation: The Challenge
Providing for deferred compensation (or retirement) income for key executives has always been a challenge for companies. The amount desired by these executives -- and the amount that makes sense -- goes ...
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Get Universal Life Insurance --
And A Business Tax Deduction!
The theory behind a 79 plan is simple-buy inexpensive term insurance on the employee (which is deductible) and a cash-building policy for the key employee(s) or owner(s) -- in other words, you -- which can be used for supplemental ...
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