Accumulation and Preservation of Wealth

Click on the main titles for overviews of all audio and documents in that section, or any of the subtitles to see the information on that topic.

PERSONAL PLANNING

• The Legal Tools of Wealth
• Tax Tutorial
  • More on Taxes
• Wills
• Probate
• The Living Revocable Trust
  • Using the Trust
  • More on Trusts
• Living Will
• Durable Power of Attorney
• How to Find a Lawyer

 

BUSINESS PLANNING

• How to Find a Lawyer
• Leases
• Business Structures
• Sole Proprietorships
• General Partnerships
• Limited Partnerships
• Shifting Taxes, Gifting Assets, and Discounting (center of page)
• Corporations, C and S
• Vested Interests (end of page)
• Limited Liability Companies

 

BENEFIT PLANS/RETIREMENT SAVINGS PLANS

Introduction

Retirement Plans

• 401(k)
  • 401(k) Savings Plan Summary

  Roth IRA

  • Roth IRA Summary
  • Roth IRA Plan

Benefit Plans

125 Plan

Premium Only Plans

• Premium Only Plan Summary
• Premium Only Plan
• Premium Only Plan Checklist
• POP and Section 125 Agreement/Employee Worksheets

MERP Section 105

• MERP Section 105 Legal Plan
• MERP Coverage for Executives
• Section 105 for less than Two Employees
• Section 105 HRA Legal Plan Document and Instructions

Health Reimbursement Arrangement (HRA)

• HRA Summary
• HRA Summary
• HRA Checklist
• HRA Application

303 Health Savings Account (HSA)

• HSA Plan Summary
• HSA Plan
• HSA Custodian Agreement
• HSA Checklist
  • HSA Commonly Asked Questions for Checklist
• HSA Application
• HSA NonBank Trustees and Custodians

IRS Forms 5305 B and 5305 C

Benefit Plan/Retirement Plan Website References

Benefit Plan Comparisons

Group Wrap Plan

• Group Wrap Plan Document
• Wrap Plan Distribution Guidelines
• Wrap Plan Data Info Form
• COBRA General Notice

SAR SEP (Simplified Employee Pension)

• SAR SEP Summary Plan

• SEP IRA Plan Document

Hiring Your Children