News & Analysis as of

Benefit Plan Sponsors Pensions Financial Planning

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

There is nothing wrong with dreaming, just don’t make it a fantasy

I believe that plan providers who promised they will make me wealthy have consistently failed in that promise. While it’s perfectly fine to dream of retirement plan profits, it’s important not to let those dreams turn into...more

Gerald Nowotny - Law Office of Gerald R....

ROCK OF AGES video

Rock of Ages - The Arithmathean Pension Plan is a creative idea on how to use a pooled income fund as a version of non-qualified deferred compensation. Provide a lifetime annuity of tax-free distributions for key employees!...more

Gerald Nowotny - Law Office of Gerald R....

ROCK OF AGES - THE ARITHMATHEAN PENSION PLAN

Podcast episode #25 speaks to using the pooled income fund for non-deferred compensation planning. Provide key employees with a lifetime income of tax-free distributions. ...more

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