The Advisor’s Guide to Qualified Plans – By Stephen Abramson, ChFC, CLU, CPC

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As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans.

The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.

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This brand-new publication provides practical, hands-on guidance on:

Effective plan design
Identifying the employer
Nondiscrimination
Traditional 401(k), SIMPLE and Safe Harbor 401(k) plans
Defined benefit plans
Taxation of distributions
Distribution planning
And much more

ISBN: 9781936362479
Pages: 719
Format: Printed, soft-bound
Published: October 18, 2011
Publisher: The National Underwriter Company
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