A Deferred Compensation Plan

Page 1

A Deferred Compensation Plan Since salary alone is often not enough, what can a corporation do to retain its existing key executives and attract new ones?

Prepared for:

Brought to you by:

Table of Contents

Page

Dual Problems

2

AskYour sel f …

2

“ Rever seDi scr i mi nat i on”of Qualified Retirement Plans

3

Deferred Compensation Plan Solution

3-4

Deferred Compensation Plan Benefits

4

Funding a Deferred Compensation Plan

5

Mechanics of a Deferred Compensation Plan

Geoff Thompson

Synergistic Life and Estate 5512 W. L awrence Chicago, Il 60630 Office: (800) 320-4192 geob4u@gmail.com http://finsecurity.com/geob4u October 25, 2017

6-7

Deferred Compensation Plan Features

8

Summary of Deferred Compensation Plan Tax Results

9

Deferred Compensation Plan Action Checklist

10

Important Information

11


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.