IMQ Application # 28: Get Pension Lump Sum Now before Interest Rates Rise
For your clients with pensions, have you recommended some forgo the monthly annuity benefits for a lump sum that can be rolled over into a diversified portfolio? For example:…
IMQ Strategy #26: Exiting 401(k) Plans with Limited Investment Options
401(k)s provide limited investment options. Under your management, your clients retirement can grow at a much higher rate than it could in a 401(k). For example: George’s 401k Plan has…
IMQ Strategy #5: Save the 401(k) funds when entering a nursing home
Most estate planning attorneys have probably faced this problem: George is sick and needs to go into a nursing home. George has a large 401(k) in his name, larger than…