Case Studies

Case Study Types:

Case Study: Law Firm

The Direct Recognition retirement plan has been designed to help high income earners at professional services firms like hedge funds, venture capital, private equity, investment banking and law firms set aside even larger amounts of money (up to an additional $338,000.) on top of traditional 401k and profit sharing plans. This information is intended for informational purposes only and not intended to replace the advice of a qualified tax advisor.

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