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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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Go deeper on emerging topics, as well as key firms and thought leaders
October 09, 2002 at 08:00 PM
NU Online News Service, Oct. 9, 12:16 p.m. – Metavante Corp., a unit of Marshall & Ilsley Corp., Milwaukee, has introduced the OnePersonPlus plan, a defined-benefit retirement plan for freelancers and owners of businesses with one to five employees.
Customers who use the plan can defer income on as much as $100,000 in 2002 contributions, compared with a maximum of $40,000 in contributions made to other types of plans, Metavante says.
Customers can put the plan assets in any investment vehicle, and the funds can grow tax-free until the customers retire and begin to make withdrawals, Metavante says.
Metavante is distributing the plan through insurance agents, brokers, financial planners and accountants.
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