The Information Needed To Analyze the use of Pension Maximization
Understanding what information is needed to analyze the usefulness of pension maximization is a vital component to making better policy … Read more
Pension Maximization
Key Things Planners Should Consider With a Pension Maximization Alternative
First, the spouse has rights to survivor benefits from the pension plan unless he or she expressly waives those rights … Read more
How to Determine if a Pension Maximization Strategy is Feasible
A pension maximization strategy is not for everyone. The pension maximization plan is clearly advantageous if the extra pension benefit … Read more
Tax Implications of Using Pension Maximization
Survivor benefit distributions from a qualified plan and from a life insurance settlement option share some tax features, but differ … Read more
The Requirements of Using Pension Maximization
The principal requirement involved in implementing a pension maximization strategy is compliance with the requirements of the Retirement Equity Act … Read more
Disadvantages of Using Pension Maximization
The life insurance option has its costs and risks. By far the biggest risk with the pension maximization plan is … Read more
Advantages of Using Pension Maximization
The principal advantage of a pension maximization strategy is planning flexibility as compared with the J&S annuity survivor benefit from … Read more
When To Use Pension Maximization
This article provides an overview of pension maximization and when it should be utilized. The understanding of these instances can … Read more
Introduction to Pension Maximization
A life insurance strategy called pension maximization or, sometimes pension enhancement may provide a more attractive overall benefits package for … Read more