FINC – Retirement and Estate Planning – 3 Ques

February 23, 2021
Who can do this? (2500 words) it has to be sent back to me by tomorrow (meaning in 18 hours) no plagiarism please
February 23, 2021

FINC – Retirement and Estate Planning – 3 Ques

Keogh Plans, SEP, Nonqualified Plans


1.   Discuss ways in which Keogh plans are different from other qualified plans. Include any implications of a plan covering non-employee self-employed individuals. 

2.  Discuss SEP contributions from both (a) the employee perspective and (b) the employer perspective.

3.  Discuss when it would be appropriate to implement a non-qualified deferred compensation plan, and what benefits would be achieved by doing so

List reference (APA) for each answer.

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