Broker Check

1751 Lake Cook Road
Suite 350
Deerfield, IL 60015

LANNY D. LEVIN AGENCY, Inc.

(847) 597-2444

Retirement Tech Talk

(click on green link below each title) 

Retirement Plans and the Business LifeCycle
Retirement Plans and the Business LifeCycle

2015 Maximum Limits for Qualified Retirement Plans
2015 Maximum Limits for Qualified Retirement Plans

Maximum Total Deductible Contribution to Both Defined Benefit & Profit Sharing Plans
Maximum Deductions for Both Defined Benefit & Profit Sharing Plans

Fully Insured Plan Maximum Contributions for 2015
Fully Insured Plan Maximum Contributions for 2015

Buying Life Insurance in Your Qualified Plan
Buying Life Insurance in Your Qualified Plan

Compliance With ERISA begins with Knowing the Rules
Compliance With ERISA

Considering a Rollover (Direct Transter) to an Individual Retirement Account (IRA)
Rollover to an Individual Retirement Account

Controlled Groups, Affiliated Service Groups and Management Corporations – Potential Traps for the Unwary
Traps for the Unwary

Divorce and Qualified Plan Beneficiary Designations
Divorce and Qualified Plan Beneficiary Designations

Do All Employees Have To Be Included In a Qualified Plan
Do All Employees Have To Be Included In a Qualified Plan

Using Your Profit Sharing Plan to Purchase Life Insurance
Using Your Profit Sharing Plan to Purchase Life Insurance

Using Your 'Seasoned' 'Profit Sharing Money to Meet Life Insurance Needs
Seasoned Profit Sharing Money to Meet Life Insurance Needs

The Economic Benefit Cost of Life Insurance in a Qualified Retirement Plan
Economic Benefit Cost of Life Insurance

Exit Strategies for Life Insurance Policies in a Qualified Plan
Exit Strategies for Life Insurance Policies

Using Pre-Approved Qualified Plan Documents – Your Work is Not Done Yet
Pre-Approved Qualified Plan Documents

Retirement Planning Chart 2015
Retirement Planning Chart 2015

Form 5500 Reporting – EFAST2
EFAST

Partnerships and LLCs Beware of Qualified Plan Traps
Partnerships and LLCs

Plan Sponsor Fee Disclosure Final Regulations
Plan Sponsor Fee Disclosure

Retirement Plan Distributions and the Obamacare Medicare Surtax
Obamacare Medicare Surtax

Think Retirement in Terms of Monthly Income
Think Retirement in Terms of Monthly Income

Using Your Retirement Savings to Start-Up a Business Too Good To Be True
Retirement Savings to Start-Up a Business