Originally Posted by
m3113n1a1
I have a feeling the only reason we're getting this vehicle is because they needed somewhere to put their mythical "minimum balance.'
MBCBPs may not be off interest to you, and that’s fine. They are extremely popular with other high-earners like doctors, lawyers, small business owners, etc., or folks who have interest in deferring more income taxes than they might without such plans. Optionality is the key that everyone, including DALPA, has acknowledged is essential.