Tag Archives: retirement planning
Triple-Stacked Match (Title)

Learn the Triple-Stacked Match

Follow the slideshow below or view the Triple-Stacked Match presentation in PDF form. Images from the slideshow:

Continue reading

About the “Triple-Stacked Match” Approach

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, […]

Continue reading