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

Learn the Triple-Stacked Match

September 30, 2013 by EBG Systems 1 Comment

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

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General, Tips & Tricks
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About the “Triple-Stacked Match” Approach

June 26, 2013 by EBG Systems 1 Comment

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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General, Tips & Tricks
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