Proposal Request

Q
Creating a Supercharged Defined Benefit Plan

Creating a Supercharged Defined Benefit Plan

An Intac/FuturePlan case study View this Case Study as a PDF SUMMARY An independent IT consultant sought to maximize retirement savings and tax deductions beyond the limits of a standard retirement plan. Intac/FuturePlan designed a strategic combination of a Defined...
Bucket List: Retirement

Bucket List: Retirement

The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast. The repercussions are impacting their ability to save for...