412(e)

Golf @ Hyatt
Prayitno / Thank you for (7 millions +) views / Foter / CC BY

If you are a small employer, professional corporation, or have employees nearing retirement age, the 412(e)(3) plan is a defined benefit pension plan that may be helpful to the business and its owners.This plan if properly structured can assist people in their 50s and 60s to fund more than $50,000 on a tax deductible basis. The plan takes little or no risk as it is invested in pension annuities.

Contact one of our pension experts to discuss this option along with your tax advisor.

Castle Nymphenburg (Panorama)
Frank Friedrichs / Foter / CC BY-NC-ND


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