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August Winter has a tax deferred annuity (TDA) at her place of employment. Currently, she has almost 80% very conservatively invested. She wants to reallocate her plan assets so that only 10% is very conservatively invested and the remainder is invested in moderate- to high-risk investments. To make sure the fund transfer is not a taxable event

Avent Charities is a Section 501(c)(3) organization that has three highly paid administrators and a small clerical staff. The administrators have asked you to help them evaluate the merits of installing a tax deferred annuity plan (Section 403(b)) instead of a Section 401(k) plan. You tell them

Makework Corp. has an unfunded nonqualified deferred compensation plan. Employees covered under the plan can defer taxes on plan contributions if plan funds are

Which of the following is true about a SIMPLE IRA?

All of the following approaches are commonly used to increase the security of benefits for an employee under a nonqualified deferred compensation plan, except

As a general rule, the IRC does not allow a tax deduction for a publicly held corporation for compensation in excess of $1,000,000 for the company CEO.

Which of the following is not a common benefit formula approach used in designing a nonqualified deferred compensation plan?

Which of the following types of employer plans are exempt from most or all ERISA provisions?

The feature that sets a Keogh plan apart from other plans is that

Tandy Crocker is a self-employed accountant who operates a mobile office, bringing accounting services to her clients. For Tandy, all business-related car expenses are tax deductible.