Cherry Bekaert: Private Client Services

Direct Recognition Variable Investment Plan (“DR-VIP”)


Listen Later

Interested in a retirement plan with higher limits than a 401(k) and profit-sharing plan? If so, a DR-VIP plan may be for you. A DR-VIP plan is a qualified retirement plan designed for business owners and professionals who seek high deductible contributions in excess of the defined contribution plan limits. The plan combines the best features of defined contribution plans and defined benefit plans. 

 Listen to Chris Lewis, a Tax Partner in the Firm’s Private Client Services group and Mark Maund, a Senior Financial Advisor in Cherry Bekaert Wealth Management LLC, as they discuss the attributes of Direct Recognition Variable Investment Plans.

...more
View all episodesView all episodes
Download on the App Store

Cherry Bekaert: Private Client ServicesBy Cherry Bekaert


More shows like Cherry Bekaert: Private Client Services

View all
SML Planning Minute by Security Mutual Life Advanced Markets Team

SML Planning Minute

19 Listeners