| We are pleased to
present the following case studies that document three real-world
retirement planning problems and how they were solved by
National Retirement Plan Advisors. The facts and
figures of each of these case studies are real. The names of the
owners and businesses along with other descriptive details have
been changed to protect their privacy. |
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Nancy and Robin
have been running a wedding consultant firm for the past ten years.
As the business grew, they decided to establish a pension plan.
Eventually, a second plan was needed to meet their own expanding
needs as well as the diverse needs of their employees. Today, they
are faced with numerous limitations, complexities and costs associated
with those plans. |
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Hank Jones was
an executive for a power company for 25 years and took their
early retirement package two years ago. Now he's running a very
successful consulting firm. But Hank now must solve several
serious problems, like protecting his income from high taxation,
increasing his retirement savings and ensuring his family will be
taken care of should he suddenly be out of the picture. |
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Pat and Tracy run
an advertising agency with ten employees. As conscientious
employers, they established a 401(k) retirement plan
for everyone in their firm who wanted to participate. Unfortunately,
Pat and Tracy's contributions to their own retirement were being
limited by that very same plan.
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