LSW Qualified Plan Resources

If you have businesses looking for tax deductible contributions to their own retirement plans that are much higher than the relatively low limits of SEP IRAs and 401k, then you might want to consider qualified plans (some of which are funded with life insurance).  Attached is a brief overview on qualified plans and a fact finder to get the conversation started. 

You can pre-qualify a business with this quick online decision tree to figure out which plan might work for any given business.

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