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Key Management Investing

Many C Corporations offer key individuals the ability to invest at the Corporate level. Dividends paid to a qualifying C Corporation account are 75% tax free to the corporation. If the corporation retains less than $250,000 in their retained earnings account any gain can be taxed at 15%. If these funds are voluntarily contributed by the employee, he may want to complete an agreement with the corporation as a deferred compensation. The employee might want to consider using a Rabbi Trust, etc., to assure proceeds are available.

For more information on Key Management Investing, Please contact us.

NOTE: ALL information contained in this site is for illustration purposes only, and by NO means should be considered individual tax or legal advice under any circumstances whatsoever!

Lynn R. Siewert AIMC
Pension Consultant | Branch Manager
CA Insurance License #00B00579
2005 E. Evergreen Blvd
Vancouver, WA 98661
Ph: 360-750-9626

Securities Offered Exclusively Through
First Allied Securities, Inc. Member FINRA/ SIPC
All other products and services provided exclusively through Advanced Corporate Planning

This site is published for residents of the United States only. First Allied Securities' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local First Allied Securities office for information and availability.