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Relay team – Installment sale can pass ownership baton to heirs effectively
Fall 2008
Newsletter: Auto Focus
Price: $225.00, Subscriber Price: $157.50
Word count: 975
Abstract: Selling your dealership to your children can be an effective strategy for transferring wealth and accomplishing a variety of goals, including creating an income stream for yourself in the future. Here are some important factors to consider if you’re considering this succession planning move.
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Welcome back! Break-in-service rules and returning employees
February / March 2008
Newsletter: Employee Benefits Update
Price: $225.00, Subscriber Price: $157.50
Word count: 975
Abstract: If an employee leaves a company and then is rehired, this may affect the employee’s participation in a qualified retirement plan. It doesn’t matter what type of plan you sponsor because the break in-service rules apply to all qualified retirement plans. This article looks at the types of breaks in service that qualify and how to determine when an employee can re-enter or enter the plan.