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- Title
Pension Protection Act of 2006: Retirement and Estate Planning Opportunities.
- Authors
Milberg, Barry R.
- Abstract
The Pension Protection Act of 2006 (PPA) provides unprecedented retirement and estate planning opportunities for small business owners (owner-only employers and employers with 1 to 500 employees) and high-net-worth individuals. The retirement planning opportunities include options for small business owners that permit them to shelter an additional $100,000 or more in their qualified retirement plans for little or no additional cost to fund employee benefits. The estate planning opportunities include options that permit high-net-worth individuals to transfer multi-millions to heirs 100% free of income tax.
- Publication
Journal of Financial Service Professionals, 2008, Vol 62, Issue 2, p54
- ISSN
1537-1816
- Publication type
Academic Journal