FINC – Retirement and Estate Planning – 3 Ques
Keogh Plans, SEP, Nonqualified Plans 1. Discuss ways in which Keogh plans are different from other qualified plans. Include any implications of a plan covering non-employee self-employed individuals. 2. Discuss SEP contributions from both (a) the employee perspective and (b) the employer perspective. 3. Discuss when it would be appropriate to implement a non-qualified […]