Other Professionals
All of the following professionals are in a position to help you decide how your pension plan fits into your personal retirement strategy.
Enrolled
Actuary (i.e. db65.com)
One who has obtained an EA number from the Joint Board for the enrollment
of actuaries. Provides pension actuarial services and satisfies professional
duty requirements.
Accountant
Advises clients on tax issues. Speak to him/her regarding your Keogh db
Pension Plan. They will probably consider you a genius for proposing such
a plan, and since the deductions can be high, the accountant will likely
advise you to create this plan.Your accountant may have reservations about
the db plan as she/he may not understand them. Have your accountant contact
db65.com to clarify any issues of concern.
Financial
Planner
They will favor your plan to save money on a tax-deferred and tax-deductible
basis. If you mention it to them first, you will be considered a genius.
They will owe you one! They will be impressed with the protection that
you provide to your spouse.
Investment
Manager
They will love to manage your assets especially if you specify your investment
horizon, risk aversion, objectives, and other investments in your portfolio.
Lawyer
They may not need to be contacted. They will encourage this wise estate
planning tool which may protect your assets in the event of bankruptcy.
Life Insurance
Agent
Life Insurance coverage may be affected. The amount of cash value life
insurance you carry should be included in your financial projections.
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