Loading presentation...

Present Remotely

Send the link below via email or IM


Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.


Building Blocks for an Effective Benefit Plan

Building Blocks Presentation to One Sotheby's International !099 Contracted ed Associates

Frank Booher

on 19 May 2010

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Building Blocks for an Effective Benefit Plan

Benefit Plan Building blocks Reserve Fund
Eliminate debt first
3 months income
$1,000 minimum Health Insurance
Update on new law
-No prexisting conditions-2014
-Higher premiums
-Preventive coverage
Must control our costs with consumer driven plan
High deductible
HSA- Health Saving Accounts
- High Deductible Plan
$1200 Individual
$2400 family by IRS
- Savings Account
Contributions for 2010
$3,050 Indivual
$6,150 family
- Triple Tax Savings
- No use it or lose it Life Insurance-10-15 X earnings
Term Insurance
-Tax free income
-Tax free growth

Retirment Funds
401 K plans-contribute up to match
Roth IRA
Advantages- tax free growth
tax free income..easier
access to funds without
penalties Plan Be deliberate safety security avoid complacency be intentional trusted adviser Margin
Full transcript