Episode Synopsis "Episode C - Common Ownership"

Episode C focuses on ownership, and how it impacts qualified plan design. What if you own 2 companies outright? What if you only own part? What if the other owner is your spouse? We break it down for you, to give you the gist without being overwhelmed.

Listen "Episode C - Common Ownership"

More episodes of the podcast Retirement A to Z

• Episode R: Retirement - what now?
• Episode V - Vesting and Eligibility
• Episode T - Types of Plans
• Episode S - The SECURE Act
• Episode Q - QLACs (Qualified Longevity Annuity Contracts)
• Episode P - Protection
• Episode O - Organizations that can sponsor a plan
• Episode L - Life Insurance in a Qualified Plan
• Episode K - Kids and Other Family Members
• Episode J - Just For You! (Dentist, two owners, 15 employees)
• Episode J - Just For You! (Realtor, one owner, no employees)
• Episode J - Just For You! (Hematologists, 2 owners, 150 employees)
• Episode H - Highly Compensated and Key Employees
• Episode G - Guarantees
• Episode F - Flexibility within a plan
• Episode E - Estate Planning
• Episode D - Distributions
• Episode C - Common Ownership
• Episode B - Business Planning
• Episode A - the ABCs of retirement plans