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The companies of National Life Group and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. Legal Disclosure TC98217(1117)P
Executive Benefits Overview This presentation will provide a high level overview of some of the programs available and may help you present the basic differences among the plans and the motivation to create an executive benefit program. Executive Benefits Storyboard This presentation lets you take a journey through the benefits of using business funds to secure personal benefits. You have the opportunity to review: Retirement funding
Executive Benefits Overview This presentation will provide a high level overview of some of the programs available and may help you present the basic differences among the plans and the motivation to create an executive benefit program. Executive Benefits Storyboard This presentation lets you take a journey through the benefits of using business funds to secure personal benefits. You have the opportunity to review: Retirement funding
These materials have been developed to help you effectively discuss the options available for Executive Benefits. Guide to NQ Fringe Benefit Plans
These materials have been developed to help you effectively discuss the options available for Executive Benefits. Guide to NQ Fringe Benefit Plans
The advantages of 401(k) plans: Allow employees to save money for their retirement. Employee salary deferrals may be made pre-tax, post-tax, or a combination of both. Employees have flexibility in how much they contribute up to certain limits. Employers may choose to match some of the employees' contributions. Within the category of 401(k) plans, there are a number of plan options. Which 401(k) plan is best
There are many defined contribution plan options, but they generally fall into three distinct categories - profit sharing plans being one of them. One well known profit sharing plan type is the 401(k). The General Advantages of Profit Sharing Plans: Allows you to change the plan contribution each year or even decide not to make a contribution in certain years. You can establish eligibility requirements that employees must
From local CPE seminars to a national symposium, we provide you with information and resources to help you assist your clients with their financial goals. Revenue-Sharing Arrangements Traditional sources of revenue for CPAs have been eroding for years. To remain profitable, CPAs need to develop fresh sources of growth and income. By expanding your practice to include products and services traditionally offered only by insurance and financial
If you are looking to expand your practice by providing an integrated approach, tax strategies and financial planning, our CPA Advantage Program may interest you. Through our unique planning process, we have what you need to take your business to the next level. Training Support Revenue-Sharing Arrangements Marketing Support Consultative Services Product Design Services Technical Reference Materials Growth Through
There will be no bigger decision you make as a business owner than how you will transition out of your business. Will you close shop, sell to a co-owner, sell to a third party or maybe leave the business to family members who have been instrumental in the success of the business? A big portion of your retirement plan is probably dependent on selling your business, so its important that the transition is successful. There are a number of