Split-Dollar Rescue
Retirement Planning Tools:
Our Split-Dollar program explains and analyzes the changing of
the rules under IRS Notice 2002-8 and the subsequent proposed split-dollar
regulations will affect your plans.
Informed decisions require careful analysis of the many
different strategies that are possible prior to implementation of the new
rules.
Note that January 1, 2004 is a Critical Date for terminating an existing plan
or pursuing a loan strategy.
Important to your decision is the formulation of a plan
exit-strategy to avoid unintended future income, gift, estate, or
generation-skipping tax consequences.
For a public corporation split-dollar plans under the
Sarbanes-Oxley Act are subject to the anti-executive loan provisions.
For help - including assisting legal counsel with proper plan documentation,
upon request in order to restructure the plan to meet the new IRS and
Sarbanes-Oxley rule changes.
Informed decisions require careful analysis
Consult with Hy Yurman for info and a free feasibility study 800-433-9667
Or use our
Information Request Form
Learn More about the Changing
Rules for Split Dollar Plans
Contact the Pension
Professionals of Florida today to determine how best to
protect your assets.
|
