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Blog Sort & Filter

Sort blog by :

  • Popularity
  • Date

Filter blog category :

  • All Category
  • CE Events
  • News & Updates
  • Service Plans
2015 Annual CPE Seminar

2015 Annual CPE Seminar

Thank you all for joining this year’s CPE Seminar hosting by Pension Investors Corporation of Orlando. Please take a moment and view some of the photos of this amazing event! … Continue reading

Individual Estate Planning

Individual Estate Planning

At Pension Investors Corporation of Orlando, we work with our clients on reviewing and/or implementing Wills and Trusts, evaluating potential estate tax liabilities for the most tax-efficient transfer of wealth, structuring … Continue reading

Family Succession Planning

Family Succession Planning

Family Succession Planning deals with the many issues of closely-held, family owned businesses. With this plan, we look at the most effective ways to ultimately transfer the business to the … Continue reading

Distribution Planning

Distribution Planning

Distribution Planning means evaluating IRA rollover options, including beneficiary designations, to most effectively meet retirement income goals while minimizing income and estate taxes.

Defined Contribution Plans

Defined Contribution Plans

A Defined Contribution Plan is a plan that provides an individual account for each participant. Most Defined Contribution plans have discretionary contributions. However, there are a small number of defined … Continue reading

Defined Benefit Plans

Defined Benefit Plans

What is a Defined Benefit Plan? It is a plan that is designed to provide participants with a definite benefit at retirement. The benefit formula is specified in the plan’s … Continue reading

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