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Welfare Benefit Trust 419A(f)(6)
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NEW 419A Regulations Are Out
After many years of tax court, finally the IRS has published
new regs, and we now have a plan structure that makes sense ... Since the
Welfare Benefit Trust is not an ERISA plan a corporate entity may fund a WBT,
while simultaneously funding a qualified plan.
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You may discriminate...
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Buy/Sell funding may be tax-deductible utilizing the Welfare Benefit Trust.
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Death Benefits may be income and estate tax deductible.
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Plans have medical benefits.
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Policies can be distributed with taxes being paid by borrowing from the policy.
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Free feasability study ...
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Asset Protected ...
How can I increase my cash flow by using a 419A Welfare
Benefit Trust?
Lets assume a $500,000 419A Plan Contribution financing the
premium by borrowing $500,000 each year at a 4% rate using a five year
collateralized borrowing program ...
What would you earn with an extra $820,000 over 5 years? Ten Years? Fifteen or
Twenty Years?
419A Plan
Contribution
(Borrowed)
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$500,000
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$500,000
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$500,000
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$500,000
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$500,000
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Tax Savings
@ 40%
Cash Flow
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$200,000
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$200,000
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$200,000
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$200,000
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$200,000
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Less 4% Interest
paid annually ...
Net after
tax deduction
Net |
$20,000
$12,000
$188,000
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$40,000
$24,000
$176,000
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$60,000
$36,000
$164,000
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$80,000
$48,000
$152,000
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$100,000
$60,000
$140,000
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Speak directly with a 419 Plan Advisor
CALL - TOLL FREE - 800-433-9667 NOW!
OR
Click Here to provide your phone number and best
time for our 419 Plan Advisor to call you.
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