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Speak directly with a 412i Advisor
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Leveraging Your 412i
Defined Benefit Plan

To enhance the value of
Your Business or Practice

412(i) HOME FREE 412(i)
FEASIBILITY STUDY
412(i) BASICS defined benefit retirement plans 412(i), asset protection planning, qualified pension plans, charitable solutions, support organizations, family limited partnerships, stretch ira, dynasty trusts 412(i) FAQ SECTION 79
IS BACK 		NEW
REGS 		CODE SECTION
412(i) 		1st YEAR
CONTRIBUTIONS 		LEVERAGING A 412i
Defined Benefit Plan
How can I increase my cash flow by using a
412i Defined Benefit Plan?

Lets assume a $500,000 412i Plan Contribution financing the premium by borrowing $500,000 each year at a 4% rate using a five year collateralized borrowing program ...

What would you earn with an extra $820,000 over 5 years?.
Ten Years? Fifteen or Twenty Years?

412i Plan
Contribution
(Borrowed) 		$500,000 $500,000 $500,000 $500,000 $500,000
Tax Savings
@ 40%
Cash Flow 		$200,000 $200,000 $200,000 $200,000 $200,000
Less 4% Interest
paid annually ...

Net after
tax deduction
Net		$20,000

$12,000

$188,000 		$40,000

$24,000

$176,000 		$60,000

$36,000

$164,000 		$80,000

$48,000

$152,000 		$100,000

$60,000

$140,000
For the Full Story

Call Bert at 800-433-9667

Contact The Pension Professionals of Florida today for a FREE 412(i) Feasibility Study to determine how a 412i Defined Benefit Plan can benefit you and your employees.
412(i) HOME FREE 412(i)
FEASIBILITY STUDY
412(i) BASICS defined benefit retirement plans 412(i), asset protection planning, qualified pension plans, charitable solutions, support organizations, family limited partnerships, stretch ira, dynasty trusts 412(i) FAQ SECTION 79
IS BACK 		NEW
REGS 		CODE SECTION
412(i) 		1st YEAR
CONTRIBUTIONS 		LEVERAGING A 412i
Defined Benefit Plan
To Home Page of Pension Professionals of Florida
(727) 538-7762 • (800) 433-9667
FAX (727) 596-9015
Emailbox
 CLICK FOR ON-LINE CONTACT
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10/11/04
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