The Strategy

Those seeking to stop RMDs should look no further than Senior Opinions. An individual is not required to take a distribution from a Qualified Plan (401(k), Profit Sharing, or Pension Plan) after age 70 ½ if still working for the Plan Sponsor and not a 5% or greater owner. Work for Senior Opinions and rollover your Qualified Plan Assets including IRAs to the Senior Opinion’s Profit Sharing Plan.  Stop RMDs.

The Implementation

1

Contact Senior Opinions

2

Complete employment application

3

If approved, complete employment contract and become an employee of Senior Opinions

4

Begin reviewing restaurants and movies

5

Open new account. Your retirement account will be titled in the name of the plan with you as trustee of the account. All else stays the same…investment advisor, custodian & investments.

6

Maintain complete authority over your account

7

Receive compensation for reviews

8

Receive an annual salary plus a set stipend per review

9

Receive an annual profit sharing contribution

If you are ready to stop your RMDs, please contact the Senior Opinions team.

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