RS Announces Pension Plan Limitations for 2012 The IRS has issued news release IR-2011-103, which announces cost-of-living adjustments to pension plan limitations and other items for 2012. On October 20, 2011, the IRS issued news release IR-2011-103 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2012 include: Elective deferrals The annual [...]
Heck it is raining so I might as well keep ranting for a while. Getting back to DB Plans, I was commenting on other issues of fully insured plans. What about the death benefit? You cannot roll a life insurance contract to a IRA. So with that in mind you could just terminate the policy, [...]
Recently I received an e-mail from a physician requesting information about a defined benefit plan. On top of all that he mentioned the plan would be fully funded with a life insurance and fixed annuity policy. His question was, “what is my take on a fully funded DB Plan with life and annuity insurance?” My [...]
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
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