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 $338,000.) on top of traditional 401k and profit sharing plans.


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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.