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Split dollar life insurance plans must generally be terminated at approximately age 65 because the employee’s tax cost for the pan rises sharply at later ages.

A tax deferred annuity plan can invest in all of the following, except

Which of the following is not true about a SIMPLE IRA?

Pat is considering converting a traditional IRA to a Roth IRA in 2017. Pat might not want to make a conversion because

For a self-employed person using the car for business purposes, interest on a car loan is tax deductible to the extent that the vehicle was used in company business.

Walter Graves, owner of Graves Excavating wants to deposit employer stock in a qualified individual account plan. The stock is not publicly traded. Which of the following is (are) true for Walter?

Salary reduction elections must be made by employees during a _____ period prior to January 1 of the year for which the elections are made.

The IRS generally allows money purchase plans to provide for “in-service distributions”-that is, benefits payable before termination of employment.

Pat is considering converting a traditional IRA to a Roth IRA in 2017. Pat might not want to make a conversion because

A life insurance contract can be used as a “golden handcuffs” offer to an executive.