Posts Tagged ‘after-tax savings’

To Defer or Not? Part 2: Unlocking the Possibilities


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A unique “loan enhanced” after tax plan can deliver participants all the economic advantage of a pre-tax plan along with added security, no worries about tax increases eroding their benefits, and no concerns about 409A restrictions on deferrals and distributions.   Bob Birdsell shows us how this can work when a sponsor provides a loan to the participant to cover the taxes on his after tax investment.
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