Would like to partner with existing financial advisors - primary focus is on "leveraged" pre-tax executive bonus / deferred comp with tax-free access for life. This plan allows tax-free access for life at retirement and all remaining assets at death go to heirs (named beneficiaries).

This plan includes pre-arranged 3X match funding from a consortium of lenders (National / Regional banks) using a cost formula of LIBOR + 1.75% margin - currently 2.14% / yr. (November, 2021. This funding dictates a 5-year funding period of level contributions by the participant or employer.

The pre-tax plan is only available to "separate entity" employees (C Corp, Charitable Org., LLC taxed as a C Corp). All others are pass-through entities and allow after-tax contributions only.

Member Level
Last Activity
6 months or more
Listing Age
169 days old

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