Rethinking Retirement Plan Design for High Income Professionals Most 401k plan designs fail to address the needs of high income professionals. This article analyzes the problem and provides an improved plan design alternative. April 18, 2017 By Petros Koumantaros Thought Leadership professional plan design practice 401k 401(k) defined benefit pension Comments Read More >>
Participant Loan Strategy for Enterprising Investors Analysis of a 401k plan participant loan strategy to help investors accumulate greater wealth, and take advantage of a tax deduction opportunity. April 14, 2017 By Petros Koumantaros Thought Leadership 401k loan participant loan investing margin Comments Read More >>