Originally Posted by
TED74
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.
they’re popular because those people set them up as part of their own business/practice, so the optionality is built in. We don’t, and likely won’t, share similar optionality.