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Restricted Executive Bonus Arrangement  |  Wealth Management

Restricted Executive Bonus Arrangement Case Study

Restricted Executive Bonus Arrangement, the Client and Concern John Smith, sole owner of ABC, Inc. wants to offer some additional employee benefits for Mike Star, his top salesperson that can provide life insurance protection for Mike’s family while also giving Mike the ability to have additional pension income at retirement to supplement Social Security and the corporation’s modest 401k plan.

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