Resource of the Month: Life Insurance in Qualified Plans

Welcome to our new Resource of the Month series!

At Robin S. Weingast and Associates, we strongly believe that our clients benefit both from having relevant knowledge readily available and from working closely with us to leverage this knowledge and achieve their goals. We make it our business to make sure that you are always in-the-know and on top of the latest trends and regulations. That’s why we’re so happy to introduce the Robin Weingast Resource of the Month.

Every month we will feature a resource guide about an important aspect of your business—including retirement plans, life insurance policies, and much, much more. Each resource guide that we feature will always be available on our Resource of the Month page for you to download so that you can access all of our resources, whenever you need them. It’s the knowledge you need, right at your fingertips.

The Robin Weingast & Associates team is always available to discuss these resources in depth. We would be happy to walk you through what they mean for your business and how they can help you reach your business goals. We also welcome your feedback on Resource of the Month topics that would benefit you. Just email rsw@rswtpa.com with any feedback, and we’ll get right to work finding you the resources you need to stay on top of your game and ahead of the curve!

Our first Robin Weingast Resource of the Month is about the legal limitations of life insurance in qualified plans. It provides a detailed overview of

1) The legal limitations of personal and business plans, including IRAs, tax sheltered annuities, defined contribution plans, profit sharing plans, and defined benefit plans.

2) Advantages and disadvantages to employees.

3) Advantages to employers.

Download our April 2014 guide today.  Be sure to contact the Robin Weingast & Associates team if you have any questions about this resource guide and how it applies to your business. We look forward to hearing from you and hope you enjoy our Resource of the Month!

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