Your 412(i) Source
We at Phillips and Associates are experts at providing asset protection, including 412(i) plans. Below are some of the articles we at Phillips and Associates have written on the subject.
| New Life for Defined Benefits |
In the article "New Life for Defined Benefit Plans," Lee Phillips describes the evolution of the defined benefit plan, and how they can once again be productive for many investors.
In the article "Get More Bang for Your Retirement Buck," Clark Gardner describes how a defined benefit plan can help to maximize your wealth as you prepare for retirement.
| 412(i) Free is Even Better |
In his article "Tax Deductible Life Insurance," Clark Gardner explains how you can get your life insurance tax free, resulting in more insurance for you and your family and the ability to pass on more wealth to those you love. |
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About Publications
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Phillips and Associate are experts in helping you plan for you and your family's future
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At Phillips and Associates, we have the knowledge to use the law to bring you the best chance for a good return from your investments. |
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These publications, though often helpful, are general. If you would like more specific information, including reports on how a defined benefit will affect your bottom line, don't hesitate to contact us. |
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