VIP Retirement Plan Case Studies

 

Case Study: Law Firm

The Direct Recognition retirement plan has been designed to help high income earners at professional services firms like venture capital, , hedge funds, private equity, investment banking and law firms set aside even larger amounts of money (up to an additional $310,000.) on top of traditional 401k and profit sharing plans.

 

This information is intended for educational purposes only and should not be construed as an offer to buy or sell any product or strategy and not intended to replace the advice of a qualified tax advisor. You should contact your Financial Advisor with questions regarding your individual circumstance.

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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