Cherry Bekaert: Private Client Services
Cherry Bekaert’s podcast for private clients services where we discuss developing trends and market dynamics as well as tax and accounting tips that could impact your business.
Cherry Bekaert: Private Client Services
Direct Recognition Variable Investment Plan (“DR-VIP”)
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Cherry Bekaert LLP
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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.