Follow the slideshow below or view the Triple-Stacked Match presentation in PDF form. Images from the slideshow: Advertisements
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Tag Archives: retirement planning
About the “Triple-Stacked Match” Approach
June 26, 2013 
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What do you do when you have a situation where the owners are younger than the NHCE’s? Here’s an extreme case where the husband is 53, his wife is 45, and the only other participant is 56: The only way to pass under New Comparability is to give the 56 year old $9,669 in contribution, […]
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