Retirement and Estate Planning
Keogh Plans, SEP, Nonqualified Plans
1. Discuss ways in which Keogh plans are different from other qualified plans. Include any implications of a plan covering non-employee self-employed individuals.
2. Discuss SEP contributions from both (a) the employee perspective and (b) the employer perspective.
3. Discuss when it would be appropriate to implement a non-qualified deferred compensation plan, and what benefits would be achieved by doing so
List reference (APA) for each answer.