Monthly Archives: May 2012

The Pension Rollback Strategy – Maximizing the Deferral of Qualified Plan and IRA Assets for Income and Estate Tax Purposes

Overview¬† Many taxpayers have the benefit of large IRA or qualified plan benefits that ultimately get rolled over into an IRA at retirement.¬† The reality is that many of these taxpayers rely on other sources of non-qualified assets to sustain … Continue reading

Posted in Uncategorized | Leave a comment

Inter-Generational Split Dollar – A substitute GRAT

Overview What are you waiting for? The tax time bomb is due to explode. On January 1, 2013, the top estate tax bracket increases from 35% to 55%. The exemption equivalent drops from $5.25 million-$1 million per taxpayer. Tax payers … Continue reading

Posted in Uncategorized | 2 Comments