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Pension Maximization

The Information Needed To Analyze the use of Pension Maximization

The Information Needed To Analyze the use of Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

Understanding what information is needed to analyze the usefulness of pension maximization is a vital component to making better policy … Read more

Key Things Planners Should Consider With a Pension Maximization Alternative

Key Things Planners Should Consider With a Pension Maximization Alternative

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

How to Determine if a Pension Maximization Strategy is Feasible

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

Tax Implications of Using Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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 Requirements of Using Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

Disadvantages of Using Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

Advantages of Using Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

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

Introduction to Pension Maximization

October 21, 2022 by STEPHAN R. LEIMBERG & KEITH A. BLOCK, J.D., LLM, CLU, FLMI

A life insurance strategy called pension maximization or, sometimes pension enhancement may provide a more attractive overall benefits package for … Read more

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8205 S Cass Ave, Suite 102 Darien, IL 60561, USA.

Copyright ©1984-2023 Life Quotes, Inc., 8205 South Cass Avenue, Suite 102, Darien, Illinois. Life Quotes, Inc. and certain of its personnel are licensed as insurance agents, brokers or producers in all states. CA agent #0A13858, LA agent #200696, MA agent #1746830. CA under agency #0827712 dba Quotes for Life Insurance Agency, LA agency #205078 dba Life Quotes Inc, UT agency #90093. All rights reserved. Telephone (630) 515-0170. Founded 1984.

Life insurance policies described, quoted, shown and illustrated throughout this website are not available in all states and may include those issued by: Life insurance policies described, quoted, shown and illustrated throughout this website are not available in all states and may include those issued by: American Family Life Insurance Company, Madison, WI; American General Life Insurance Company, Houston, TX and The United States Life Insurance Company in the City of New York, NY, both AIG companies; American National Insurance Company, Galveston, TX; American National Insurance Company of New York, Glenmont, NY; Assurity Life Insurance Company, Omaha, NE and Assurity Life Insurance Company of New York, Albany, NY; Banner Life Insurance Company, Frederick, MD, and William Penn Life Insurance Company, Garden City, NY, both Legal & General America companies; Boston Mutual Life Insurance Company of Boston, MA; Columbian Life Insurance Company, Chicago, IL and Columbian Mutual Life Insurance Company, Binghamton, NY, both members of Columbian Financial Group of Binghamton, NY; Fidelity Life Association, A Legal Reserve Life Insurance Company, Oak Brook, IL; Globe Life Insurance Company of New York, Syracuse, NY; Gerber Life Insurance Company, White Plains, NY; Globe Life and Accidental Insurance Company, Omaha, NE, a holding company of Torchmark Corporation, McKinney, TX; Foresters Financial, Buffalo, NY; John Hancock Life Insurance Company (USA), Boston, MA; Lafayette Life Insurance Company, Cincinnati, OH; Lincoln Life & Annuity Insurance Company of New York, Syracuse, NY and The Lincoln National Life Insurance Company, Fort Wayne, IN, both insurance company affiliates of Lincoln National Corporation, whose marketing name is Lincoln Financial Group; Minnesota Life Insurance Company of St. Paul, MN and Securian Life Insurance Company of St. Paul MN, both part of the Securian Life Insurance Company of St. Paul MN; Mutual of Omaha Insurance Company, Omaha, NE, United of Omaha Life Insurance Company, Omaha, NE, and Companion Life Insurance Company, Hauppauge, NY all Mutual of Omaha affiliate companies; North American Company for Life & Health Insurance, West Des Moines, IA; Pacific Life Insurance Company, Omaha, NE; Penn Mutual Life Insurance Company, Horsham, PA; Principal Life Insurance Company, Des Moines, IA; Protective Life Insurance Company and Protective Life and Annuity Insurance Company, Birmingham, AL; Pruco Life Insurance Company, Newark, NJ and Pruco Life Insurance Company of New Jersey, Newark, NJ, member companies of Prudential Financial, Inc., Newark, NJ; Sagicor Life Insurance Company off Austin, TX a member of the Sagicor Financial Corporation of Austin, TX; The Savings Bank Mutual Life Insurance Company of Massachusetts, Woburn, MA and Centrian Life Insurance, Woburn, MA (SBLI and The No Nonsense Life Insurance Company are registered trademarks of The Savings Bank Mutual Life Insurance Company of Massachusetts, which is in no way affiliated with SBLI USA Mutual Life Insurance Company, Inc.); Transamerica Financial Life Insurance Company, Harrison, NY, and Transamerica Life Insurance Company, Cedar Rapids, IA, both AEGON companies; United American Insurance Company, McKinney, TX.

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    Darien, IL 60561, USA.