Is your Keogh Plan working parallel with your Retirement Obejectives?
Posted on January 3, 2017
A tax deferred pension plan available to self employed individuals or unincorporated business for retirement purposes. The plan could be set up as either a defined-benefits or defined-contribution plan. Contributions are generally tax deductible up to 25% of annual income with a limit of $47,000 (as of 2007).
Most clients think that the only product serviced thru a Keogh Plan is a Brokerage Account. That’s is misperception of the plan. You could benefit by adding other financial products such as Mutual Funds, Annuities, Variable Annuities and Life Insurance.
1. Tax Benefits
2. Asset Protection
3. Tax Deferred Income
4. Continuity Plan
Want to review your actual plan or learn other ways to maximize your Keogh Plan?
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