Our team provides you with creative solutions through a number of advanced strategies that can be custom-tailored to meet your specific needs. We offer services in the following areas:
Executive Bonus Plan (Sec. 162 Plan)
Nonqualified Deferred Compensation
© 2022 Turtle Creek Financial
The information contained herein is based on our current understanding of federal tax and state insurance laws as they relate to life insurance, annuities, ERISA qualifies retirement plans or other subject matter discussed.
These laws are subject to change in the future. Turtle Creek Financial Group and or its associates do not provide tax or legal advice.
Please consult your own advisors for legal, tax or accounting advice.